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Web Intelligence Rich Client User'sGuide

Web Intelligence Rich Client User's Guide

© 2008 Business Objects. All rights reserved. Business Objects owns the followingU.S. patents, which may cover products that are offered and licensed by Business

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Objects: 5,555,403; 5,857,205; 6,289,352; 6,247,008; 6,490,593; 6,578,027;6,831,668; 6,768,986; 6,772,409; 6,882,998; 7,139,766; 7,299,419; 7,194,465;7,222,130; 7,181,440 and 7,181,435. Business Objects and the Business Objectslogo, BusinessObjects, Business Objects Crystal Vision, Business Process OnDemand, BusinessQuery, Crystal Analysis, Crystal Applications, Crystal Decisions,Crystal Enterprise, Crystal Insider, Crystal Reports, Desktop Intelligence, Inxight,the Inxight Logo, LinguistX, Star Tree, Table Lens, ThingFinder, Timewall, Letthere be light, Metify, NSite, Rapid Marts, RapidMarts, the Spectrum Design, WebIntelligence, Workmail and Xcelsius are trademarks or registered trademarks inthe United States and/or other countries of Business Objects and/or affiliatedcompanies. All other names mentioned herein may be trademarks of their respectiveowners.

Business Objects products in this release may contain redistributions of softwarelicensed from third-party contributors. Some of these individual components may

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ContentsAbout Web Intelligence 23Chapter 1

How Web Intelligence performs business intelligence over the web.........24How Web Intelligence performs business intelligence offline....................24Interacting with Web Intelligence reports...................................................24

Viewing and printing Web Intelligence reports.....................................25Drilling on Web Intelligence reports......................................................25Performing on-report analysis..............................................................25

Creating and editing Web Intelligence documents....................................26Web Intelligence Query - HTML...........................................................26Web Intelligence Java Report Panel....................................................27Web Intelligence Rich Client................................................................27Web Intelligence HTML Report Panel..................................................27

Installing Web Intelligence Rich Client 29Chapter 2

To install Web Intelligence Rich Client from the BusinessObjects EnterpriseCD..............................................................................................................30To install Web Intelligence Rich Client from InfoView................................30

Web Intelligence Rich Client working modes 31Chapter 3

Web Intelligence Rich Client Connected mode.........................................32Web Intelligence Rich Client Offline mode................................................33Web Intelligence Rich Client Standalone mode........................................34

Launching Web Intelligence Rich Client 35Chapter 4

To launch Web Intelligence Rich Client in Connected mode fromInfoView.....................................................................................................36

Web Intelligence Rich Client User's Guide 3

To launch Web Intelligence Rich Client in Connected mode locally..........37To launch Web Intelligence Rich Client in Offline mode............................38To launch Web Intelligence Rich Client in Standalone mode....................39To log into Web Intelligence Rich Client as a different user.......................40

To set user preferences in Web Intelligence Rich Client 41Chapter 5

Web Intelligence Rich Client general preferences.....................................42Web Intelligence Rich Client viewing preferences.....................................43Web Intelligence Rich Client locale preferences.......................................44Web Intelligence Rich Client drill preferences...........................................44To change your password..........................................................................45

Working with documents in Web Intelligence Rich Client 47Chapter 6

To create a new document in Web Intelligence Rich Client.......................48To select a universe in Web Intelligence Rich Client............................48

To import documents from the CMS..........................................................48To select document instances to import from the CMS........................49To import document instances from the CMS......................................50

To open a document in Web Intelligence Rich Client................................50To work with open documents in Web Intelligence Rich Client.................51Saving documents.....................................................................................51

To save a document locally..................................................................51To export a document to the CMS.............................................................53To print a document in Web Intelligence Rich Client.................................54To send a document by E-mail attachment...............................................54

Working with universes in Web Intelligence Rich Client 57Chapter 7

Universe security in Web Intelligence Rich Client.....................................58To import a universe from the CMS in Web Intelligence Rich Client.........59

4 Web Intelligence Rich Client User's Guide

Contents

Accessing Web Intelligence from InfoView 61Chapter 8

To log in to InfoView...................................................................................62To log out of InfoView................................................................................62Web Intelligence InfoView options.............................................................63

Web Intelligence document creation and viewing options...................63To set Web Intelligence drill options.....................................................65Web Intelligence locale options............................................................67

Working with queries in Web Intelligence Rich Client 71Chapter 9

How universe objects map to data............................................................72Classes and subclasses.......................................................................72Dimension object..................................................................................72Detail object..........................................................................................72Measure object.....................................................................................73

Building and using queries........................................................................73To build and run a query in Web Intelligence Rich Client.....................73To set query properties.........................................................................74To interrupt a query..............................................................................75To remove a query................................................................................76To duplicate a query.............................................................................76Multiple queries....................................................................................76

Controlling access to queries....................................................................77Allow other users to edit all data providers query property..................77

Controlling how queries retrieve data........................................................77Max retrieval time query property.........................................................77Max rows retrieved query property.......................................................78Retrieve duplicate rows query property................................................78

Setting the scope of analysis.....................................................................78Scope of analysis.................................................................................78


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Levels of scope of analysis..................................................................79To set the scope of analysis.................................................................80

Query contexts...........................................................................................81What is an ambiguous query?..............................................................81What is a context?................................................................................81Choosing a context when you run a query...........................................82Defining how contexts are used...........................................................82

Using combined queries............................................................................83Combined queries defined...................................................................83Types of combined query.....................................................................83What can you do with combined queries?...........................................84How does Web Intelligence generate combined queries?...................85To build a combined query...................................................................85Combined query structure....................................................................86Combined query precedence...............................................................87

Merging dimensions from multiple data providers.....................................90Merged dimensions defined.................................................................90When to merge dimensions..................................................................90Choosing which dimensions to merge.................................................91Merged dimension example.................................................................91Forcing merged calculations with the ForceMerge function.................93Creating, editing and deleting merged dimensions..............................95Understanding the effects of merged dimensions................................97

Filtering queries.......................................................................................104Query filters defined...........................................................................104Query filters and report filters compared............................................105Types of query filter............................................................................106

Filtering data with subqueries..................................................................113What is a subquery?...........................................................................113What can you do with subqueries?....................................................113How do subqueries work?..................................................................113


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To build a subquery............................................................................114Subquery parameters.........................................................................116

Ranking data using database ranking.....................................................118What is database ranking?.................................................................118Database ranking parameters............................................................119To create a database ranking.............................................................120

Filtering data using prompts....................................................................122What is a prompt?..............................................................................122Cascading prompts............................................................................123Hierarchical lists of values..................................................................124Query filter and prompt operators......................................................124To create a prompt.............................................................................127To remove a prompt...........................................................................128Defining how prompts display............................................................128Combining prompts............................................................................129To change the order of prompts.........................................................130Merging prompts................................................................................130

Working with reports 131Chapter 10

Using alerters to highlight results............................................................132Creating, using and removing alerters...............................................132Using formulas to create advanced alerters.......................................136

Merging dimensions from multiple data providers...................................138Merged dimensions defined...............................................................138When to merge dimensions................................................................139Choosing which dimensions to merge...............................................139Merged dimension example...............................................................140Forcing merged calculations with the ForceMerge function...............141Creating, editing and deleting merged dimensions............................143Understanding the effects of merged dimensions..............................145

Ranking data in Web Intelligence reports................................................152


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Ranking data......................................................................................152Rankings and sorts.............................................................................153Tied rankings......................................................................................153Ranking parameters...........................................................................155Ranking and data order......................................................................158Ranking workflows.............................................................................158Ranking examples..............................................................................159

Tracking changes in data.........................................................................163Tracking changes in your data...........................................................163Types of data change.........................................................................164Data tracking modes..........................................................................164To activate data tracking.....................................................................165To change the reference data.............................................................165Displaying changed data....................................................................166Data tracking limitations.....................................................................173Using the Web Intelligence formula language to track changed data.174Changed data and the calculation context.........................................176

Using sections, breaks and sorts.............................................................177Using sections to group data..............................................................177Using breaks......................................................................................183Using sorts to organize data...............................................................187

Calculations, formulas and variables.......................................................189Calculations, formulas and variables.................................................189Working with standard calculations....................................................189Working with formulas........................................................................190Working with variables.......................................................................192

Filtering reports........................................................................................193Report filters defined..........................................................................193Query filters and report filters compared............................................194Report filter operators.........................................................................194Creating, editing and deleting report filters........................................197


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Drilling on report data..............................................................................199What is drill?.......................................................................................199To switch to drill mode........................................................................204Retrieving more levels of data to the report.......................................204To choose a drill path when more than one is available.....................205Drilling on dimensions in tables and sections....................................206Drilling on measures in tables and sections.......................................211Synchronizing drill across multiple tables and charts.........................212Drilling on charts.................................................................................212Using filters when you drill..................................................................216Saving reports with drill filters.............................................................217Refreshing data in a drilled report with prompts.................................218Drilling with query drill........................................................................218

Filtering data using prompts....................................................................221What is a prompt?..............................................................................221Cascading prompts............................................................................222Hierarchical lists of values..................................................................223Query filter and prompt operators......................................................223To create a prompt.............................................................................227To remove a prompt...........................................................................227Defining how prompts display............................................................228Combining prompts............................................................................229To change the order of prompts.........................................................229Merging prompts................................................................................230

Displaying data in tables..........................................................................230Tables in Web Intelligence..................................................................230Table types in Web Intelligence..........................................................230Structure View and Results View.......................................................233Creating, editing and removing tables................................................234Modifying tables to create crosstabs..................................................239Formatting tables and table cells.......................................................240


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Determining how tables display data.................................................243Copying tables....................................................................................245

Displaying data in free-standing cells......................................................246Free-standing cells defined................................................................246To insert a blank cell on a report........................................................246To copy a free-standing cell................................................................247To copy a free-standing cell to another application as text................247To format a free-standing cell.............................................................248

Displaying data in charts..........................................................................248Creating charts...................................................................................248Chart types in Web Intelligence..........................................................248Adding, copying and removing charts................................................252Changing the chart type.....................................................................253Positioning and sizing charts..............................................................255Formatting charts...............................................................................256

Formatting numbers and dates................................................................261Predefined and custom formats.........................................................261

Web Intelligence error messages 269Chapter 11

Web Intelligence HTML (WIH) Error Messages.......................................270Invalid block definition. (WIH 00001)..................................................270This object has already been inserted. (WIH 00002).........................270This filter has already been inserted. (WIH 00003)............................271This document includes advanced formatting that requires the Java ReportPanel. (WIH 00004)............................................................................271Cannot insert measures on the X-Axis. (WIH 00005)........................272Cannot insert dimensions or details on the Y-Axis. (WIH 00006)......272Cannot insert measures on the Z-Axis. (WIH 00007)........................272You must insert a result object before choosing another tab. (WIH00008)................................................................................................273You cannot create a section using a measure. (WIH 00009).............273


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You cannot insert dimension or detail objects on the Z-axis of this typeof chart. (WIH 00010).........................................................................273You cannot insert dimension or detail objects on the X-axis of this typeof chart. (WIH 00011).........................................................................274Report names cannot be blank. Close this dialog box and then enter aname for the report. (WIH 00012)......................................................274The document could not be saved. (WIH 00014)...............................274

Web Intelligence Java Report Panel (WIJ) Error Messages...................275You need to use the Formula Editor to create a formula. (Error: WIJ10000) ...............................................................................................275You cannot create a variable that has the same name as an existingdocument object. Give the new variable a different name. (Error: WIJ10001)................................................................................................275You cannot position this report component in relation to\na block, cell, orsection that is positioned relative\nto this report component. Select adifferent block,\ncell or section in the \"Relative to...of\" dropdown\nlist orunselect the \"Relative to\" option. (Error: WIJ 10500).......................276The Web Intelligence Java Report Panel requires the Java RuntimeEnvironment (JRE) 1.4.2_01. The currently installed JRE is {0}. Contactyour Business Objects administrator to upgrade to 1.4.2_01 or select the[default VM] entry in the [Java Plug-in Control Panel], if you already havethe required version installed. (Error: WIJ 11111)...............................276An error occurred while the document was being decoded. Try to openthe document in InfoView. If this doesn't work, see your Business Objectsadministrator. (Error: WIJ 20000).......................................................277An unexpected problem occurred when Web Intelligence tried to refreshthe document data and open the document.\nThe data source has beenmodified or deleted, or a prompt on the document has no value selected.(Error: WIJ 20001)..............................................................................277Unexpected error\nIf you cannot reconnect to the server, close WebIntelligence and start again. (WIJ 20002)...........................................278Unable to get the first page of the current report - Web Intelligence willswitch to structure view (WIJ 20003).................................................278


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The query in this document is empty. Check that the Result Objects paneon the query tab includes objects before running the query (ERR WIJ30000)................................................................................................279At least one query in this document is empty. Check that the ResultObjects pane on each query tab includes objects before running thequeries (ERR WIJ 30001)..................................................................279Out of memory.\nReduce the browser window size or re-launch the reportpanel. (Error: WIJ 30003)...................................................................279Your user profile does not allow you to save personal or corporatedocuments. Contact your Business Objects administrator (ERR WIJ40001)................................................................................................280An unexpected error occurred. Contact your Business Objectsadministrator with details of the actions you performed before the erroroccurred. (Error: WIJ 44444)..............................................................280The information sent to the server contains invalid character(s).\n Usethe Undo button to cancel the latest changes to the document and thenretry. (Error: WIJ 55555).....................................................................281Web Intelligence cannot retrieve this document due to a server problemor an error in the document structure. See your Business Objectsadministrator. (Error: WIJ 77777).......................................................281Your Web Intelligence session has timed out. Log out and log in againto InfoView. (Error: WIJ 77778)..........................................................281

Web Intelligence Server (WIS) Error Messages......................................282Some objects are no longer available in the universe. (WIS00001)...282Some objects are not available to your user profile. You cannot refreshthis document. See your Business Objects administrator. (Error: WIS00002)................................................................................................283Some pre-defined filters are no longer available in the universe.(WIS00003)........................................................................................283Some database tables are no longer available in the universe. See yourBusiness Objects administrator. (Error: WIS 00004)..........................283Invalid Prompt definition. See your BusinessObjects administrator.(WIS00005)........................................................................................284Invalid Aggregate Aware definition. See your Business Objectsadministrator. (Error: WIS 00006).......................................................284


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A filter contains a wrong value. You cannot run this query.(WIS00007)........................................................................................284The query cannot run, because it contains incompatible objects. See yourBusiness Objects administrator. (Error: WIS 00008)..........................285The query cannot run as an advanced filter contains an incompatibleobject. See your BusinessObjects administrator. (WIS00009)...........285The universe does not allow using a complex expression in a GROUPBY statement. You cannot run this query. See your BusinessObjectsadministrator. (WIS00010)..................................................................286The object(s): {obj_list} contain multiple attributes. This syntax is no longersupported in this version. See your Business Objects administrator. (Error:WIS 00011).........................................................................................286You can not run this query as it will produce a Cartesian product. Seeyour BusinessObjects administrator. (WIS00012)..............................287SQL generation failed. See your BusinessObjects administrator.(WIS00013)........................................................................................288Aggregate aware resolution failed. (WIS00014)................................288Multiple query filters contain a prompt with the same text, but the promptsuse a different operand type or operator count of values. (Error: WIS00015)................................................................................................288The Query contains an @script() function, which is not supported. Seeyour BusinessObjects administrator. (WIS00016)..............................289The following objects cannot be used as Result Objects: {0}.(WIS00017)........................................................................................290The following objects cannot be used as Query Filters: {0}. See yourBusinessObjects Designer to resolve the conditional object.(WIS00018)........................................................................................290A query filter object contains too many values for the object to be usedin a query filter. (Error: WIS 0019) (WIS 00019)................................291The SQL generated by the query is invalid. (WIS00020)...................291This combined query is too complex. One of the queries containsincompatible objects. (WIS00021).....................................................291The query does not reference any table. (WIS00022).......................292


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Invalid sub-query filter. Either data cannot be retrieved (null) or no resultobjects are defined (Error: WIS 00023)..............................................292Incompatible object types in the sub-query filter (WIS00024)............292The query is too complex to apply a sampling function. When the functionis applied, no SQL is generated so query aborts. Try to simplify yourquery ( such as, combined query, or query with JOIN or SYNCHROoperators) (Error: WIS 00025)............................................................292Failed to regenerate SQL for optional prompts: one or more requredprompts were skipped. (WIS00026)...................................................293Removing skipped prompts from the query will introduce new prompts.This introduces complexities that cannot be supported. (Error: WIS00027)................................................................................................293You must specify a value for the Keydate parameter. (WIS 00028)....294The universe is already open with write permission by another user. (WIS00029)................................................................................................294Universe not found. See your Business Objects administrator. (Error:WIS 00501)........................................................................................294User rights not found. See your Business Objects administrator. (Error:WIS 00502)........................................................................................295You are not authorized to access the universe {0}. See yourBusinessObjects Universe Designer or administrator to request rights.(WIS00503)........................................................................................295You do not have the right to access data for this universe. See yourBusinessObjects Universe Designer or administrator to request rights.(WIS00504)........................................................................................295You do not have the right to access data for this universe connection.See your BusinessObjects Universe Designer or administrator to requestrights. (WIS00505).............................................................................296Could not download the universe {unv_name} from the CMS for thefollowing reason: {cachemgr_errmsg}. See your Business Objectsadministrator for further information. (Error: WIS 00506)...................296You do not have the right to access data for this core universe. See yourBusinessObjects Universe Designer or administrator to request rights.(WIS00507)........................................................................................296Single Sign On is not supported on unix platforms. (WIS00508).......297


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Universe data connection could not be found. The connection has beendeleted or you don't have the right to use it. (WIS00509)..................297The system cannot generate the SQL for this query because one of itsobjects is based on a derived table (table_name) that contains a loop inits definition. Please contact your administrator for more details. (WIS00510)................................................................................................297The system cannot generate the SQL for this query because one of itsobjects is based on a derived table (table_name) that is unknown. Pleasecontact your administrator for more details. (WIS 00511)..................298The system cannot generate the SQL for this query because one of itsobjects is based on a derived table (table_name) with an incorrectdefinition. Please contact your administrator for more details. (WIS00512)................................................................................................298Syntax error in formula '%1%' at position %2%. (WIS 10001)...........298Problem initializing the dictionary of functions. (WIS 10002).............299The object '%1%' at position '%2%' is not unique in the report. (WIS10005)................................................................................................299The object '%1%' at position '%2%' does not exist in the report. (WIS10006)................................................................................................299Unexpected empty expression after '='. (WIS 10009)........................300The number '%1%' at position '%2%' has a format that is incompatiblewith your regional settings. (WIS 10012) ..........................................300The integer '%1%' at position '%2%' is too long. (WIS 10013)..........300The number '%1%' at position '%2%' has a format that is incompatiblewith your regional settings. (WIS 10014)...........................................301Missing quotation mark after '%1%' at position '%2%'. (WIS 10016)..301The object name '%1%' at position '%2%' is ambiguous. (WIS 10019)...........................................................................................................301Empty list of Identifier is not allowed in this input/output context. (WIS10032)................................................................................................302The variable '%1%' cannot be deleted because it has dependant formulasor variables linked to: '%2%' (WIS 10033).........................................302The variable '%1%' already exists. (WIS 10034)...............................302


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The date or time format '%1%' at position '%2%' is not valid. (WIS10035)................................................................................................303The expression or sub-expression at position '%2%' is not valid. (WIS10036)................................................................................................303The expression or sub-expression at position '%2%' in the '%1%' functionuses an invalid data type. (WIS 10037).............................................303Invalid character '%1%' in variable name at position '%2%'. (WIS10038)................................................................................................304The context of the measure '%1%' at position '%2%' is not valid. (WIS10039)................................................................................................304The formula for variable '%1%' contains a reference to a variable withthe same short name. You must use the fully-qualified variable name inthe formula to remove this ambiguity. (WIS 10040)...........................304Incorrect use of multiple comparison operators (<,>,<>,<=,>=,=) at position'%2%'. (WIS 10041)...........................................................................305There is a circular reference because the formula for variable '%1%'references a variable whose formula references '%1%'. (WIS 10042).305There is no opening parenthesis after function '%1%' at position %2%.(WIS 10060).......................................................................................305The function '%1%' has missing arguments or closing parenthesis atposition %2%. (WIS 10061)...............................................................306Missing ';' before argument in function '%1%' at position %2%. (WIS10062)................................................................................................306Missing ';' or closing parenthesis in function '%1%' at position %2%. (WIS10063)................................................................................................306Missing ';' or closing parenthesis in list '%1%' at position %2%. (WIS10064)................................................................................................307Missing closing parenthesis in function '%1%' at position %2%. (WIS10065)................................................................................................307Missing aggregate operator or closing parenthesis in function '%1%' atposition %2%. (WIS 10066)...............................................................307Missing operator or closing parenthesis in '%1%' at position %2%. (WIS10067)................................................................................................308Missing list element in '%1%' at position %2%. (WIS 10068)............308


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Missing object identifier in '%1%' at position %2%. (WIS 10069)......308Missing or bad operand in '%1%' expression at position %2%. (WIS10070)................................................................................................308Incorrect calculation context %1%' at position %2%. (WIS 10071)....309Incorrect reset context at position %2%. (WIS 10072).......................309Invalid Where clause in function '%1%' : a dimension is missing at position%2%. (WIS 10073).............................................................................309The object '%1%' at position %2% is incompatible. (WIS 10076)......310The object '%1%' at position %2% is incompatible. (WIS 10077)......310Invalid character '%1%' at position %2%. (Error: WIS 10080)...........310Invalid string '%1%' at position %2%. (WIS 10082)...........................310The qualification of the variable '%1%' cannot be changed. (WIS10083)................................................................................................311Your database server does not support the Both and Except operators.(WIS 10701).......................................................................................311A filter is defined on an object that is incompatible with the objects selectedon the Result Objects pane. (WIS 10702)..........................................312The numeric value for the query filter based on '{object}' is invalid . (WIS10703)................................................................................................312The date for the query filter based on '{object}' is invalid . (WIS10704)................................................................................................312The prompt '{prompt}' contains an invalid numeric value. (WIS10705)................................................................................................313The date for the prompt '{prompt}' is invalid. (WIS 10706).................313The server cannot build the SQL for the query. (WIS 10707)............313You do not have the right to refresh this document. (WIS 10801)......314The query SQL has {nbHaving} instead of {nbWanted} columns.(WIS10810)................................................................................................314Column ({nCol}) has an invalid type. (WIS 10811).............................314CustomSQL can not containt optional prompts. (WIS 10812)...........315Incompatible objects cannot be used in combined queries. (WIS10820)................................................................................................315


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A subquery in the '{dp_name}' data provider has missing objects. (WIS10830)................................................................................................315The filtered object is missing in a ranking in the '{dp_name}' data provider.(WIS 10831).......................................................................................316The rank-based object is missing in a ranking in the '{dp_name}' dataprovider. (WIS 10832)........................................................................316The document cannot be loaded. (WIS 10833).................................316Additional context resolution not supported with optional prompts. (WIS10834)................................................................................................317Column "{col_name}" contains invalid data. (WIS 10840).................317Invalid UTF-8 string in the column "{col_name}". (WIS 10841)..........317Cannot create or update the query on the file "{filename}". (WIS10850)................................................................................................318Cannot refresh the query on the file "{filename}". (WIS 10851).........318Unable to refresh the query on this file : the structure of file "{filename}"does not match. (WIS 10852).............................................................318Unable to create or update the Excel personal data provider: the file pathis invalid. (WIS 10870).......................................................................319Unable to create or update the Excel personal data provider: the workbookis protected. (WIS 10871)...................................................................319Unable to create or update the Excel personal data provider: cannot openthe workbook. (WIS 10872)................................................................319Unable to create or update the Excel personal data provider: cannotretrieve the named ranges. (WIS 10873)...........................................320Unable to create or update the Excel personal data provider: cannotretrieve data from the file. (WIS 10874).............................................320Unable to create or update the Excel personal data provider: cannotretrieve data from the file. (WIS 10875).............................................320Unable to create or update the Excel personal data provider: cannot buildthe iterator on the data set. (WIS 10876)...........................................321Unable to create or update the Excel personal data provider: no worksheetavailable. (WIS 10877).......................................................................321Unable to create or update the Excel personal data provider: unable toretrieve the list of worksheets. (WIS 10878)......................................321


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Unable to create or update the Excel personal data provider: invalidinformation retrieved from the selected range. (WIS 10879).............322Unable to create or update the Excel personal data provider: the selectedworksheet is invalid. (WIS 10880)......................................................322Unable to create or update the Excel personal data provider: an erroroccured while retrieving the data sampling. (WIS 10881)..................322Unable to create or update the Excel personal data provider: an erroroccured while creating the data iterator. (WIS 10882).......................323Unable to create or update the Excel personal data provider: an erroroccured during data retrieval. (WIS 10883).......................................323Unable to create or update the Excel personal data provider: an internalerror occured. (WIS 10884)................................................................323Unable to create or update the Excel personal data provider: the rangeselection is invalid. (WIS 10885)........................................................324Unable to create or update the Excel personal data provider: the rangeselection does not match the worksheet. (WIS 10886)......................324A database error occured. The database error text is: {error_db}. (WIS10901)................................................................................................324Could not retrieve data because the query timed out. The database errortext is: {error_db}. (WIS 10902)..........................................................325The query contains the field '{db_fieldname}' which has an invalid datatype. (WIS 10903)..............................................................................325The query in this document is empty. (WIS 30000) ...........................325At least one query in the document is empty. (WIS 30001) ..............326Your security profile does not include permission to edit the queries inWeb Intelligence documents. (WIS 30251) .......................................326Your security profile does not include permission to edit Web Intelligencedocuments. (WIS 30252) ...................................................................326Your security profile does not include permission to refresh WebIntelligence documents. (WIS 30253) ...............................................327Your security profile does not include permission to refresh lists of values.(WIS 30254) ......................................................................................327Your security profile does not include permission to use lists of values.(WIS 30255) ......................................................................................328


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Your security profile does not include permission to view the SQLgenerated by the query. (WIS 30256) ...............................................328Your security profile does not include permission to use the WebIntelligence formula language. (WIS 30257) .....................................328Your security profile does not include permission to perform drill analysis.(WIS 30258) ......................................................................................329Your security profile does not include permission to extend the scope ofanalysis. (WIS 30259) .......................................................................329An internal error occurred while calling the {api_name} API. (WIS 30270)...........................................................................................................329The document is too large to be processed by the Web Intelligence server.(WIS 30271) ......................................................................................331The document is too large to be processed by the Web Intelligence server.(WIS 30272) ......................................................................................331Web Intelligence cannot build the query or generate the report.(WIS30351) ...............................................................................................332A query with this name already exists. (WIS 30371) .........................332You cannot edit this document, because the query property option "Allowother users to edit the query" was not enabled when the document wascreated. (WIS 30381) ........................................................................333An internal error has been generated by the WIQT. Contact yourBusinessObjects administrator. (WIS 30551) ....................................333Your Web Intelligence WIQT session has reached timeout. Log out andlog in again to InfoView. (WIS 30553) ...............................................333No more WIQT servers are available. The maximum number of concurrentusers is already logged into Web Intelligence. (WIS 30554) .............334Your security profile does not include permission to save documents ascorporate documents or to send documents via InfoView. (WIS 30555)...........................................................................................................334A Corporate document with this name already exists. Your security profiledoes not include permission to delete corporate documents created byother users. (WIS 30556) ..................................................................335There is no document with this name in InfoView. Specify a differentdocument name. (WIS 30557) ..........................................................335


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Web Intelligence cannot perform the intended action on this document.(WIS 30650) ......................................................................................336The Web Intelligence server failed to load the XML document. Contactyour BusinessObjects administrator. (WIS 30751) ............................336The XML file for this document cannot be opened. Contact yourBusinessObjects administrator. (WIS 30752) ....................................337An error occurred while parsing the Web Intelligence XML document.Contact your BusinessObjects administrator. (WIS 30753) ..............337The Web Intelligence 2.x document could not be migrated. (WIS 30761)...........................................................................................................338This document cannot be migrated. The query and report of the originalWeb Intelligence 2.x document are not synchronized. Try to refresh andsave the original document; then attempt migration again. (WIS 30762)...........................................................................................................338The Web Intelligence 2.x document could not be migrated, because theWIQT module returned an error. Contact your administrator. (WIS 30763)...........................................................................................................339Your user profile does not provide you with access to a document domainto save corporate documents. Save this document as a personaldocument or contact your Business Objects administrator. (WIS 40000)...........................................................................................................339

Web Intelligence Rich Client (WIO) Error Messages...............................340Web Intelligence Offline cannot log in. (WIO 00001) ........................340

Get More Help 341Appendix A

Index 345


Contents


Contents

About Web Intelligence

1

HowWeb Intelligence performsbusinessintelligence over the web

Web Intelligence provides business users an easy to use interactive andflexible user interface for building and analyzing reports on corporate dataover the web, on secured intranets and extranets. The Web Intelligencesoftware is installed by your administrator on a web server on your corporatenetwork.

To use Web Intelligence from your local computer, you log into the businessintelligence portal InfoView via your Internet browser. Then, depending onyour security profile, you can interact with the reports in corporate documentsor edit or build your own documents using a Web Intelligence report panelor query panel.

HowWeb Intelligence performsbusinessintelligence offline

Web Intelligence can be used offline as Web Intelligence Rich Client, astandalone Microsoft Windows application, equivalent to the Java ReportPanel, that you can install on your computer. Web Intelligence Rich Clientlets you continue to work with Web Intelligence (WID) documents when youare unable to connect to a CMS, when you want to perform calculationslocally rather than on the server, and when you want to work with WebIntelligence documents without installing a CMS or application server.

Web Intelligence Rich Client can also be used when connected to a CMS.

InteractingwithWeb Intelligence reportsDepending on your security profile and on how Web Intelligence is deployedacross your organization, you can view, analyze, or enhance and modify thedata displayed on reports.


About Web Intelligence1 How Web Intelligence performs business intelligence over the web

Viewing and printing Web Intelligence reports

Once logged into the business intelligence portal InfoView, you can accessWeb Intelligence documents and view reports. Onscreen navigation is madeeasy with page-to-page navigation buttons and a document map that allowsyou to jump from section to section or report to report.

The same document can provide the information adapted to each user dueto prompts that request each user, who opens the document, to specify thedata they want to return to the reports.

When you print reports, Web Intelligence automatically generates a copy ofreports in Portable Document Format (PDF) format for optimum print quality.

Drilling on Web Intelligence reports

Drilling on Web Intelligence reports enables you to analyze the detailed databehind the displayed results. You can turn the report you are viewing into adrillable report or drill on a duplicate of the original report to retain a versionof the results before your drill analysis.

Once you have found the information you need, you can save a snapshotof the drilled report to share the results of your analysis with other WebIntelligence users, or save the document in Excel or Portable Document(PDF) format to print or email to other business contacts.

Performing on-report analysis

Viewing Web Intelligence reports in Interactive view format enables you toenhance reports and fine-tune the data reports contain, to highlight theinformation that most interests you on demand.

On-Report Analysis is designed for:

• users who need to build queries and then want to build reports• report consumers who need to manipulate the reports created by others

With On-Report Analysis you can:


1About Web IntelligenceInteracting with Web Intelligence reports

• view document metadata to understand the data behind reports and seehow reports are structured and filtered

• filter and sort results• add new tables and charts• add formulas and create variables• format and change the layout of charts and tables• slice and dice results by adding other data to charts and tables

Note: On-report analysis of Web Intelligence reports in Interactive viewformat is only available if your administrator has deployed Web Intelligencein JSP mode.

Creating and editing Web Intelligencedocuments

You can create or edit Web Intelligence documents using several tools:

• Web Intelligence Query - HTML on page 26• Web Intelligence Java Report Panel on page 27• Web Intelligence Rich Client on page 27• Web Intelligence HTML Report Panel on page 27

Web Intelligence Query - HTML

Designed for users requiring a pure HTML environment to build queries,Web Intelligence Query – HTML offers the ability to define the data contentof documents on multiple data sources. You can use Query – HTML to createnew documents from scratch or edit the queries in documents created usingany of the other Web Intelligence tools.

Used together with On-Report Analysis, Query – HTML provides a completesolution for building queries and designing powerful reports in a pure HTMLenvironment. Once you have run the queries to generate a standard report,you can leverage Web Intelligence On-Report Analysis features to formatmultiple reports, add formulas, and create variables.

Note: Web Intelligence Query – HTML and On-Report Analysis in Interactiveview format are only available, if your administrator has deployed WebIntelligence in JSP mode.


About Web Intelligence1 Creating and editing Web Intelligence documents

Web Intelligence Java Report Panel

The Java Report Panel is designed for users who need more flexibility withdesigning report layout and defining formulas and variables. A graphicalFormula Editor enables you to build formulas rapidly using drag-and-drop.

Note: The Web Intelligence Java Report Panel is available if youradministrator has deployed Web Intelligence in ASP mode and if youradministrator has deployed Web Intelligence in JSP mode.

Web Intelligence Rich Client

Web Intelligence Rich Client is a locally installed Microsoft Windowsapplication that lets you work with Web Intelligence (WID) documents thatare stored locally or in a CMS.

When working without a CMS connection you can work on your local machinewith either CMS-secured or unsecured documents.

Web Intelligence Rich Client is based on the Web Intelligence Java ReportPanel and provides equivalent document creation, editing, formatting, printingand saving capabilities.

There are a number of reasons for using Web Intelligence Rich Client towork with WID documents:

• You want to work with Web Intelligence documents but you are unableto connect to a CMS (while traveling, for example).

• You want to improve calculation performance: Web Intelligence RichClient performs calculations locally, rather than on the server, and localcalculations can perform better than server calculations.

• You want to work with Web Intelligence documents without installing aCMS or application server.

Web Intelligence HTML Report Panel

Designed for users who need to build basic reports, the HTML Report Panelprovides query and report features in a simple wizard-like interface. Each


1About Web IntelligenceCreating and editing Web Intelligence documents

document is based on a single data source and can contain multiple reports,displaying different subsets of information.

In addition, the HTML Report Panel is 508 compliant and can be customizedfor specialized deployments.

Note: The Web Intelligence HTML Report Panel is only available if youradministrator has deployed Web Intelligence in JSP mode.


About Web Intelligence1 Creating and editing Web Intelligence documents

Installing Web IntelligenceRich Client

2

There are two ways to install Web Intelligence Rich Client:

• from the BusinessObjects Enterprise CD• from InfoView

To install Web Intelligence Rich Clientfrom the BusinessObjects Enterprise CD

• See the Business Objects Enterprise XI 3.0 Installation Guide for fullinstallation instructions.

To install Web Intelligence Rich Clientfrom InfoView

1. Log into InfoView.2. Click Preferences at the top right of the InfoView screen.3. Scroll down and click Web Intelligence Preferences.4. Click Desktop (Web Intelligence Rich Client required) in the Select a

default creation/editing tool section.5. Click Document List at the top left of the InfoView screen.6. Click New > Web Intelligence Document or select an existing document

to edit.

Web Intelligence Rich Client is downloaded to your computer and launchedto create the document.

Note: If you install Web Intelligence Rich Client from InfoView, the WebIntelligence Rich Client online help system is not installed to your localcomputer. If you work in Connected mode, Web Intelligence Rich Clientdisplays help pages stored on the server. If you work in Offline or Standalonemode, help pages are not available.

Related Topics• Web Intelligence Rich Client working modes on page 31


Installing Web Intelligence Rich Client2 To install Web Intelligence Rich Client from the BusinessObjects Enterprise CD

Web Intelligence Rich Clientworking modes

3

You can work with Web Intelligence Rich Client in three modes: Connected,Offline, or Standalone.

Web Intelligence Rich Client Connectedmode

In Connected mode, Web Intelligence Rich Client is connected to a CMS.You can work with documents on the CMS or with local secured or unsecureddocuments. According to your security rights in the CMS, you can do thefollowing:• import documents from the CMS• import universes from the CMS• open local documents• create documents• edit documents• refresh documents• save documents locally• export documents to the CMS

Security in Connected mode

When you work with Web Intelligence documents in Connected mode, thesecurity rights of your user account are applied by the CMS.

Connecting to the CMS in Connected mode

There are two ways of launching Web Intelligence Rich Client, and eachconnects to the CMS differently:

• When you launch from InfoView, Web Intelligence Rich Client connectsto the CMS within the same InfoView session, so no login is required.Communication with the CMS goes via HTTP to an application server,which reroutes the calls to the CMS and repository. No local middlewareis required.

• When you launch locally, by logging in to Web Intelligence Rich Clientthrough the Windows Start menu or by double-clicking a Web Intelligencedocument, Web Intelligence Rich Client connects to the CMS inclient-server mode via the OCA/CORBA framework of the Enterprise


Web Intelligence Rich Client working modes3 Web Intelligence Rich Client Connected mode

SDK. You need the appropriate database middleware on your localmachine.

Related Topics• To launch Web Intelligence Rich Client in Connected mode locally on

page 37• To launchWeb Intelligence Rich Client in Connected mode from InfoView

on page 36

Web Intelligence Rich Client Offlinemode

In Offline mode, Web Intelligence Rich Client is not connected to a CMS butapplies CMS security. You can work with local documents and universesthat are secured by the CMS you select at login, or with unsecured localdocuments and universes. You can do the following:• open local documents• create documents (requires local universe and local connection server)• edit documents• refresh documents (requires local universe and local connection server)• save documents locally

In Offline mode, you cannot import documents from or export documents toa CMS.

Security in Offline mode

When you connect to a CMS in Connected mode, your security rights in thatCMS are downloaded to your computer. Each document and universedownloaded from a CMS contains within it an access control list identifyinggroups and users that have access rights to the document. In Offline mode,Web Intelligence Rich Client applies CMS security rights by matching theaccess rights for the document or universe against the locally stored securityfile. For example, if a document was downloaded from a CMS to your localmachine, and you do not have the right to open the document in the CMSfrom which it was downloaded, you cannot open the document on your localmachine.

Note: Before you can work in Offline mode with documents or universessecured by a CMS, you must first have connected to that CMS at least once


3Web Intelligence Rich Client working modesWeb Intelligence Rich Client Offline mode

in Connected mode. This allows Web Intelligence Rich Client to downloadthe CMS security information to your local machine, and to display the CMSas a choice in the System list on the login page. You can then log in in Offlinemode and work with no CMS connection because Web Intelligence RichClient reads the CMS security information in the local file.

Technical notes• When working in Offline mode, you must have a connection server

installed on the same machine as Web Intelligence Rich Client to be ableto create or refresh documents. If you do not, you can still open, edit, andsave documents locally as long as you have the appropriate securityrights.

• The security information for a CMS is stored in a local security informationfile (extension LSI) in the LocData folder under the BusinessObjects WebIntelligence Rich Client installation folder. One computer can store LSIfiles for several CMSs.

Web IntelligenceRichClient Standalonemode

In Standalone mode, Web Intelligence Rich Client is not connected to a CMSand no security is enforced. You can work with local, unsecured documentsand universes only. You can do the following:

• open documents• create documents• edit documents• refresh documents• save documents locally

You cannot import documents from or export documents to a CMS.

The middleware required to create and refresh local, unsecured documentswith local, unsecured universes must be installed on the computer with WebIntelligence Rich Client.


Web Intelligence Rich Client working modes3 Web Intelligence Rich Client Standalone mode

Launching Web IntelligenceRich Client

4

You can launch Web Intelligence Rich Client in any of its three workingmodes:

• Connected• Offline• Standalone

You can run multiple instances of Web Intelligent Rich Client simultaneously,in any mode and connected to any available CMS.

The CMS connection status and the current Web Intelligence Rich Clientworking mode are shown in the status bar on the lower right of the screen.


To launch Web Intelligence Rich Clientin Connected mode from InfoView

In Connected mode, security is handled by the CMS. You work with reportsin Web Intelligence Rich Client as you do with the Java Report Panel. Youdo not need database middleware on your local machine when you launchin Connected mode from InfoView.

1. Log into InfoView.2. Click Preferences at the top right of the InfoView screen.3. On the Preferences page, scroll down and click Web Intelligence

Preferences.4. In the Select a default creation/editing tool section, click Desktop (Web

Intelligence Rich Client required).5. Click OK.6. At the top left of the screen, click Document List.7. Open an existing document or click New > Web Intelligence Document

to create a new document.

Web Intelligence Rich Client is launched on your computer in Connectedmode. If it is not yet installed on your computer, it is installed fromInfoView.


Launching Web Intelligence Rich Client4 To launch Web Intelligence Rich Client in Connected mode from InfoView

If Web Intelligence Rich Client was already running on your computer,launching from InfoView opens a new instance of the application. Thedocument is not opened in the application instance that was already open.


To launch Web Intelligence Rich Clientin Connected mode locally

To launch Web Intelligence Rich Client in Connected mode locally, WebIntelligence Rich Client must be installed on your computer. You must havealready connected at least once to the CMS you want to work with usingWeb Intelligence Rich Client via InfoView.

You need to have the middleware required to connect to the CMS installedon your computer.

In Connected mode, security is handled by the CMS. You work with reportsin Web Intelligence Rich Client as you do with the Java Report Panel.

When you launch Web Intelligence Rich Client in Connected mode locally,you have a client-server connection to the CMS. In this case, you can logout and log in again within the same application session by clicking Tools> Login As.

1. Start Web Intelligence Rich Client locally in either of two ways:• Click Start > Programs > BusinessObjects XI Release 3 >

BusinessObjects Enterprise > Web Intelligence Rich Client• In Windows Explorer, associate the WID file type with Web Intelligence

Rich Client, and then double-click a Web Intelligence (WID) file.The Web Intelligence login page opens.

2. Select a CMS in the System list.

An icon shows what kind of connection was used for the last connectionwith the CMS:

• An icon of a desktop computer means Web Intelligence Rich Clientlast connected to this CMS in client-server mode (local launch fromthe client computer). The name of the CMS is the server name.


4Launching Web Intelligence Rich ClientTo launch Web Intelligence Rich Client in Connected mode locally

• An icon of a globe means Web Intelligence Rich Client last connectedto this CMS in HTTP mode (connection via InfoView). The name ofthe CMS is the full name of the connected cluster.

3. Enter a valid user name and password.4. Select an authentication mode from the list.

Do not choose Standalone if you want to work in Connected mode. Whenyou choose Standalone authentication you work in Standalone mode,with no CMS connection.

5. Make sure the Use in Offline Mode option is not selected.6. Click Log In.

Web Intelligence Rich Client is launched in Connected mode. If WebIntelligence Rich Client was already running on your computer, launching itagain opens a new instance of the application. If you double-clicked a WebIntelligence document, the document will not be opened in the applicationinstance that was already open.


To launch Web Intelligence Rich Clientin Offline mode

To launch Web Intelligence Rich Client in Offline mode, Web IntelligenceRich Client must be installed on your computer. You must have alreadyconnected at least once to the CMS you want to work with using WebIntelligence Rich Client via InfoView.

In Offline mode, Web Intelligence Rich Client uses the locally stored securityfile of the CMS you want to work with to authenticate documents. You cannotimport to or export from the CMS. To create or refresh documents, you needto have a connection server installed on your computer.

1. Start Web Intelligence Rich Client in Offline mode in either of two ways:• Click Start > Programs > BusinessObjects XI 3.0 >




Launching Web Intelligence Rich Client4 To launch Web Intelligence Rich Client in Offline mode

2. Select a CMS in the System list.3. Enter a valid user name and password.4. Select an authentication mode from the list.

Do not choose Standalone if you want to work in Connected mode. Whenyou choose Standalone authentication you work in Standalone mode,with no CMS connection.

5. Select the Offline Mode option.6. Click Log In.

Web Intelligence Rich Client is launched in Offline mode. If Web IntelligenceRich Client was already running on your computer, launching it again opensa new instance of the application. If you double-clicked a Web Intelligencedocument, the document will not be opened in the application instance thatwas already open.

Related Topics• Web Intelligence Rich Client working modes on page 31• Installing Web Intelligence Rich Client on page 29

To launch Web Intelligence Rich Clientin Standalone mode

To launch Web Intelligence Rich Client in Standalone mode, Web IntelligenceRich Client must be installed on your computer.

Any middleware required to work with unsecured documents and universesmust be installed on your computer.

In Standalone mode, you cannot work with documents or universes that havebeen secured by a CMS.

1. Start Web Intelligence Rich Client in Standalone mode in either of twoways:• Click Start > Programs > BusinessObjects XI 3.0 >



2. Select Standalone in the Authentication list.


4Launching Web Intelligence Rich ClientTo launch Web Intelligence Rich Client in Standalone mode

The System, User Name, and Password boxes, as well as the Use inOffline Mode option, are grayed.

3. Click Log In.

Web Intelligence Rich Client is launched in Standalone mode. If WebIntelligence Rich Client was already running on your computer, launching itagain opens a new instance of the application. If you double-clicked a WebIntelligence document, the document will not be opened in the applicationinstance that was already open.

Related Topics• Installing Web Intelligence Rich Client on page 29• Web Intelligence Rich Client working modes on page 31

To log into Web Intelligence Rich Clientas a different user

To log into Web Intelligence Rich Client as a different user without exitingthe application, you must have launched Web Intelligence Rich Client viathe Windows Start menu or by double-clicking a local WID file, and thenconnected to the CMS in Connected mode.

1. Save any open documents.2. Click Tools > Login As.

If any documents have not been saved, you are asked if you want to savethem.

3. When you are asked if you are sure you want to log out, click Yes.Any open documents are closed.

4. In the User Identification box, enter your login information and click OK.


page 37• Web Intelligence Rich Client working modes on page 31


Launching Web Intelligence Rich Client4 To log into Web Intelligence Rich Client as a different user

To set user preferences inWeb Intelligence Rich Client

5

1. Click Tools > Options.The Preferences dialog box opens.

2. Click one of the tabs:• General: to set general preferences• Viewing: to set document viewing preferences• Locale: to set preferences for interface and formatting locales and

how to use them• Drilling: to set document drill preferences

3. Set preferences and click OK.The preferences are now applied. They are stored in a file in the LocDatafolder under the BusinessObjects Enterprise 12.0 installation folder.

Web Intelligence Rich Client generalpreferences

You set general preferences for Web Intelligence Rich Client by clickingTools > Options and clicking the General tab of the Preferences box.

General

In the General section, you choose whether to show the welcome wizardeach time Web Intelligence Rich Client is started. The welcome wizard letsyou select from a list of recently used universes or browse for more datasources to create a new document.

Select default universe

In this section, you choose whether to select a default universe for newdocuments. The default universe is pre-selected in the Universe dialog boxwhen you create a new document. When creating a document, you can usethe default universe or select another one.

• No default universe means that no universe in the list is pre-selectedwhen you open the Universe dialog box. You must select a universe fromthe list when creating a document.

• The other choice shows the name of the default universe, or None if nodefault universe has been selected. To choose a default universe, clickBrowse, then browse to and select a universe.


To set user preferences in Web Intelligence Rich Client5 Web Intelligence Rich Client general preferences

Select default folders

In this section, you choose the default folders in which to store userdocuments, universes, and help files. To change the default locations, clickBrowse, then browse to and select a folder.

Note: If Web Intelligence Rich Client was downloaded and installed fromInfoView, help files are not installed locally. However, they are installed onthe InfoView server. Contact your company's Business Objects administratorto get the URL of the help files on the server, then enter the URL here forhelp to be available.

Select Microsoft Excel format

In this section you choose the format to use when you save a document inMicrosoft Excel format.

• Prioritize easy data processing in the Excel document: the Exceldocument will be formatted to ensure efficient data processing.

• Prioritize the format of reports in the Excel document: the Exceldocument will be formatted to ensure optimum readability.

Web Intelligence Rich Client viewingpreferences

You set general preferences for Web Intelligence Rich Client by clickingTools > Options and clicking the Viewing tab of the Preferences box.

General

In this section, you set the unit of measurement for report display: pixel, inch,or centimeter.

Grid

In this section you set grid options:

• Show grid: When this is selected, a grid is displayed to help align pageelements.

• Snap to grid: When this is selected, page elements align to the grid toenable accurate repositioning.

• Grid spacing: This defines the distance between lines on the grid.


5To set user preferences in Web Intelligence Rich ClientWeb Intelligence Rich Client viewing preferences

Web Intelligence Rich Client localepreferences

You set locale preferences for Web Intelligence Rich Client by clicking Tools> Options and clicking the Locale tab of the Preferences box.

Locale

In this section, you set preferences for interface and formatting locales. Alocale is a combination of language and geographical area.

• Select interface locale: Select an available locale to set the applicationinterface language. If you change this setting, you must restart WebIntelligence Rich Client for the change to be taken into account.

• Select formatting locale: Select an available locale to determinelocale-specific formatting (for example, date and time formats). If youchange this setting, any documents that are open must be closed andreopened for the new formatting locale to be applied.

When viewing a document

In this section, you set how the formatting locale is decided:

• Use the document locale to format the data: When this is selected,data is formatted according to the document locale. The document localecan be saved with the document by means of the permanent regionalformatting option that you can select when saving.

• Use my formatting locale to format the data: When this is selected,data is formatted according to your formatting locale preference. Thisoverrides the document locale.

Web Intelligence Rich Client drillpreferences

You set drill preferences for Web Intelligence Rich Client by clicking Tools> Options and clicking the Drilling tab of the Preferences box.

For each new drill session

In this section, you choose how to start a new drill session:


To set user preferences in Web Intelligence Rich Client5 Web Intelligence Rich Client locale preferences

• Start drill on duplicate report: When you start a new drill session, aduplicate report is opened in the document and you drill on the duplicate.When you end drill mode, both the original report and the drilled reportremain in the document.

• Start drill on existing report: When you start a new drill session, thecurrent report becomes drillable. When you end drill mode, the reportdisplays the drilled values.

General drill options• Prompt if drill requires additional data: You are prompted when Web

Intelligence needs to retrieve additional data to complete the drill, andcan decide whether to go ahead. If the amount of data is large, the retrievalcan take time and you may decide not to drill. When this option is notselected, Web Intelligence retrieves the additional data without promptingyou.

• Synchronize drill on report blocks: When this is selected, drilled valuesare shown in all the report blocks in the report. When it is not selected,drilled values are shown only in the report block selected for the drill.

• Hide drill toolbar: When this is selected, the drill toolbar that is normallydisplayed at the top of drilled reports is not shown. The drill toolbardisplays the value on which you drilled. It is only useful if you want toselect filters during your drill session.

To change your passwordYou can only change your password from Web Intelligence Rich Client if youare in client-server connection mode: you must have launched WebIntelligence Rich Client locally rather than from InfoView.

1. Click Tools > Change Password.2. Type your current password in the Enter Old Password box.3. Type your new password in the Enter New Password box.4. Type your new password again in the Confirm New Password box.

Your password is changed to the new password.


5To set user preferences in Web Intelligence Rich ClientTo change your password


To set user preferences in Web Intelligence Rich Client5 To change your password

Working with documents inWeb Intelligence Rich Client

6

To create a new document in WebIntelligence Rich Client

To create a new document in Web Intelligence Rich Client in Offline mode,you need to have a connection server installed on your computer. To installa connection server, do this.........

1. Click Document > New.2. In the New Document dialog box, click Universe and then Next.3. In the Universe dialog box, select a universe.

The query panel opens to let you build your report.

To select a universe in Web Intelligence Rich Client

1. Select a universe in the Available Universes list.A description of the universe appears in the Help on selected universebox.

2. Click OK.

The query panel opens, showing the universe's data in the Data tab.

You can now use the query panel to build queries in your document.

To import documents from the CMS1. Click Document > Import from CMS.2. Locate the files you want to import:

• To search in folders, click Folders and select the CMS folder fromwhich to choose one or more documents to import.

• To search in categories, click Categories and select the categoriesin which you want to search.

The files that meet the criteria are displayed on the right.

3. To filter the search results, click the Search list and choose a filter:• Search title• Search keyword


Working with documents in Web Intelligence Rich Client6 To create a new document in Web Intelligence Rich Client

• Search description• Search comments

4. In the text box, type the text that you want to search for in the elementyou selected (title, keyword, description, or comments), then press Enter.Documents in the list that do not match the criteria are removed from thelist.

5. Select one or more documents in the list and click Add.6. Choose options:

• Click Overwrite imported files to have the imported file overwrite theexisting version of the file, if any.

• Click Open documents on retrieval, at the bottom left, for thedocuments to open when they have been imported.

7. Click Import.8. Click Close.

The documents you selected are installed on your disk. If you selected Opendocuments on retrieval, they will be opened. Any documents that werealready open will remain open in addition.

To select document instances to import from theCMS

When you import documents from the CMS, more than one instance of thesame document may be available. In the Import Documents dialog box, youcan see the number of instances of a document and import one or more.

1. Click Document > Import from CMS.The Import Documents dialog box opens, in which you can locate theCMS documents you want to import.

2. If a document you want to import has multiple instances, double-click inthe Instances column.

The Import document instances dialog box opens.

Related Topics• To import document instances from the CMS on page 50


6Working with documents in Web Intelligence Rich ClientTo import documents from the CMS

To import document instances from the CMS

Before you can import document instances from the CMS, you must openthe Import Documents dialog box (Document > Import from CMS) anddouble-click in the Instances column for a report with multiple instances, toopen the Import document instances dialog box.

1. In the Import document instances dialog box, select one or moredocument instances from the list.

2. Click Open on retrieval if you want the document instances to open whenthey have been imported.

3. Click Import.4. Click Close.

The document instances are imported from the CMS to your computer.

To open a document inWeb IntelligenceRich Client

In Web Intelligence Rich Client, you can open and work with more than onedocument in the same session.

1. Click Document > Open.2. In the Open a document dialog box, select a document.

When you are working in Connected mode, you cannot open localCMS-secured documents. You can only open documents on the CMSitself and local, unsecured documents.

3. Click Open.



Working with documents in Web Intelligence Rich Client6 To open a document in Web Intelligence Rich Client

To work with open documents in WebIntelligence Rich Client

In Web Intelligence Rich Client, you can have more than one document openin the same session. Open documents are displayed on separate tabs withinthe document window and appear as a list in the Window menu.

• With more than one document open, choose the one you want to displayin any of three ways:• Click the Window menu and select a document.• Click the tab corresponding to the document.• On the top right of the document tab bar, click the Show List icon to

display and select the document.

The document is displayed. Other documents remain open in the background.

Saving documents

To save a document locally

1. When you are ready to save a document locally, click Document > Saveor Document > Save as, or click the save icon on the toolbar.

2. In the Save in list, select the folder where you want to save the document.The contents of the folder appear in the display box below the list. Usethe buttons to the right of the list to navigate your file system and controldisplay.

3. If you are saving the document as a Web Intelligence document, type adescription and keywords for the document if desired.

4. If you are saving the document as a Web Intelligence document, chooseoptions:

DescriptionOption

The document will automatically be refreshedwhen it is opened.

Refresh on open


6Working with documents in Web Intelligence Rich ClientTo work with open documents in Web Intelligence Rich Client

DescriptionOption

The current regional settings (locale) for format-ting are applied no matter what the locale is onthe machine where it is opened.

Permanent regional for-matting

All security information stored in the documentis removed, making it accessible to all usersand openable in Standalone mode.

Save for all users

The document is locked for the current user.Lock document for cur-rent user

The document is secured.Secure document

5. Type a file name.6. Select a file type.

The file type that you select filters documents shown in the display box.You can save in three formats:• Web Intelligence document• PDF document• Excel document

If you save as a PDF or Excel document, you cannot enter a descriptionor keywords and the options re unavailable.

7. Click Save.

Saving as an Excel or PDF document

Using the Document > Save or Document > Save as command, you cansave a document in any of three formats:

• as a Web Intelligence document (default choice)• as a Microsoft Excel document• as a PDF document

Save as an Excel document

Web Intelligence saves a copy of your document in Microsoft Excel formatto the location you specified on your computer. Each report within the WebIntelligence document converts to a separate Excel worksheet within theExcel file.


Working with documents in Web Intelligence Rich Client6 Saving documents

Note: Some Web Intelligence chart formats do not exist in Excel. Thesecharts are automatically converted to the closest corresponding chart formatavailable in Excel.

Save as a PDF document

Web Intelligence saves a copy of your document in Adobe Acrobat PDFformat to the location you specified on your computer.

Related Topics• To save a document locally on page 51

To export a document to the CMSDocuments are exported to the CMS in their current state, including allmodifications made since they were created or opened. This means that inaddition to locally saved documents, you can export a document to the CMSwithout saving it locally. A newly created document that is exported beforebeing saved will be given the name "Document X", where X is the documentcreation order in the session.

1. With the document you want to export open, click Document > Exportto CMS.

2. In the Export Document dialog box, click the Folders tab, then select thefolder in which you want the document to be published.

3. To associate a category with the document, click the Categories tab andselect one or more available categories.

4. Click Export.Once you have started the export, you cannot cancel it.An "Export successful" message appears at the bottom if export wassuccessful.

5. Click Close.

The document is exported to the CMS, where it is available in the folder youchose, associated with the categories you chose.


6Working with documents in Web Intelligence Rich ClientTo export a document to the CMS

To print a document inWeb IntelligenceRich Client

1. Click Document > Print.2. In the Print dialog box, select a printer.3. Select your print options.

• To print all reports in the document, click All reports.• To print all pages of the current report, click Current Report and then

All.• To print only the current page of the current report, click Current

Report and then Current Page.• To print specific pages in the current report, click Current Report and

then Pages. In the Pages box, enter the pages to print. For a rangeof pages, enter the first and last pages separated by a dash. Enter acomma as a separator between pages or page ranges.

4. Select the page size from the Page Size list.5. Select the size of the top, left, right, and bottom margins in the Margins

section.The unit of measurement for the margins is controlled from the Viewingtab of the Preferences dialog box (Tools > Options.)

6. Select portrait or landscape page orientation in the Orientation section.7. Select the number of copies to print in the Copies section.8. Click OK.

To send adocument byE-mail attachmentTo send a document as an email attachment you must an email applicationinstalled on your computer.

1. With a Web Intelligence document open, click Document > Send byE-mail attachment.If several documents are open, the document currently displayed onscreen is the one that is sent as an E-mail attachment.

2. Choose the format in which to send the document:• Web Intelligence document (.WID)• As unsecured WID


Working with documents in Web Intelligence Rich Client6 To print a document in Web Intelligence Rich Client

• As PDF• As ExcelThe email application opens a new E-mail message with the documentattached. The "Subject" line of the E-mail is the name of the document.The document that is attached is saved in the format you selected,including any modifications made since it was created or opened.

3. In the E-mail message, fill in the "To" line, and if desired change the"Subject" line and write a message in the body of the E-mail.

4. Send the E-mail.


6Working with documents in Web Intelligence Rich ClientTo send a document by E-mail attachment


Working with documents in Web Intelligence Rich Client6 To send a document by E-mail attachment

Working with universes inWeb Intelligence Rich Client

7

Universe security in Web IntelligenceRich Client

Universe security in Connected mode

When you work with Web Intelligence Rich Client in Connected mode, youaccess CMS universes remotely. The CMS applies the security rights directly,exactly as if you were working with Web Intelligence through InfoView inyour browser.

In Connected mode, you cannot access local, CMS-secured universes. Youmust access the CMS universes remotely.

Universe security in Offline mode

To create or refresh a report in Offline mode, you must have first connectedto the CMS in Connected mode. When you work in Connected mode with aCMS, a local security information (LSI) file is downloaded to your computercontaining your security rights to the resources in the CMS.

When you try to create or refresh a report in Offline mode, you can use:

• locally installed universes that are not secured by the CMS• locally installed universes which you are authorized to access, as verified

by the LSI file

You cannot access universes on the CMS remotely, because in Offline modeyou are working without a CMS connection.

Note that you need to have a Connection Server installed on your computerwith Web Intelligence Rich Client in order to create or refresh documents inOffline mode.

Universe security in Standalone mode

In Standalone mode, you work with no security and no connection to theCMS. You can work with unsecured, locally installed universes only.

The middleware required to create and refresh local, unsecured documentswith local, unsecured universes must be installed on the computer with WebIntelligence Rich Client.


Working with universes in Web Intelligence Rich Client7 Universe security in Web Intelligence Rich Client

Related Topics• Launching Web Intelligence Rich Client on page 35• Web Intelligence Rich Client working modes on page 31

To import a universe from the CMS inWeb Intelligence Rich Client

You can import a universe from the CMS in Connected mode only. Importis automatic to provide a universe that is required to create or refresh adocument. However, you may want to import universes first to be able tothen work with them offline.

1. Click Tools > Universes.The list of available universes appears in the Universe dialog box. Theseinclude both local and CMS universes. Universes that have already beenimported are indicated with a green check mark.

2. Select one or more universes to import.3. Click Import.

The universes you selected are imported from the CMS to your computer,together with their dependencies (derived or core universes).


page 37• To launchWeb Intelligence Rich Client in Connected mode from InfoView

on page 36• Web Intelligence Rich Client working modes on page 31


7Working with universes in Web Intelligence Rich ClientTo import a universe from the CMS in Web Intelligence Rich Client


Working with universes in Web Intelligence Rich Client7 To import a universe from the CMS in Web Intelligence Rich Client

Accessing Web Intelligencefrom InfoView

8

You access Web Intelligence reports and set global Web Intelligence optionsfrom InfoView, the corporate business intelligence portal.

To log in to InfoViewBefore you can use InfoView and Web Intelligence you need the followinginformation:

• a URL to the InfoView server• the InfoView server name and port number• your login and password• your authentication, which controls the InfoView resources available to

you

Contact your adminstrator for these details if you do not already know them.

You access Web Intelligence by using your web browser to log into InfoView,the corporate business intelligence portal. Once you are in InfoView, youcan analyze and enhance Web Intelligence reports.

1. Launch your web browser.2. Point your browser to the InfoView bookmark or URL.

The InfoView login page appears.

3. If the System box is blank, type the name of the InfoView server followedby a colon (:), and then type the port number.

4. In the Username box, type your user name.5. In the Password box, type your password.6. In the Authentication box, select the authentication provided to you by

your administrator.7. Click Log On.

The InfoView home page appears.

To log out of InfoViewWhen you finish using InfoView or Web Intelligence you need to log out,instead of simply closing your web browser.

Logging out of InfoView ensures that any preferences you modified duringyour InfoView session are saved. It also lets your administrator track how


Accessing Web Intelligence from InfoView8 To log in to InfoView

many users are logged into the system at any given time and thus optimizeInfoView and Web Intelligence performance.

• Click Log Out.The login page appears. You are logged out of InfoView

Web Intelligence InfoView options

Web Intelligence document creation and viewingoptions

You can set your Web Intelligence options to determine how you create,view and interact with documents using Web Intelligence.

You create documents using a query editor to build the query to retrieve thedocument data. After the query returns the data to the document, you canview and interact with the data.

DescriptionDocument creation option

You create documents using the JavaReport Panel, a Java applet thanlaunches in your Web browser.The Java Report Panel is a combinedquery building, report editing and da-ta analysis environment. If youchoose Advanced as your docu-ment creation option, you also usethe Java Report Panel for workingwith the data returned by the query.The View format option is not takeninto account.The Java Report Panel provides therichest feature set of all Web Intelli-gence query building, report editingand data analysis environments.

Advanced

You build queries using Query -HTML, an HTML-based query editor.Interactive


8Accessing Web Intelligence from InfoViewWeb Intelligence InfoView options

DescriptionDocument creation option

You build queries, edit reports andanalyze data using Web IntelligenceRich Client, a standalone version ofthe Java Report Panel that runs out-side your web browser.

Desktop

You create documents using theHTML Report Panel, a 508-compliantquery-building and report-viewingenvironment.

Web Accessibility

You can use the following view formats to view and interact with existingWeb Intelligence documents, or documents that you have just created usinga query editor:

DescriptionView format

Use HTML format when you want toopen reports, answer prompts, navi-gate reports, and/or perform drill anal-ysis.

HTML

Use Interactive format when you wantto apply filters, sorts, calculations,modify formatting and data displayedon tables and charts, and/or performdrill analysis.Use Interactive format if you are usingQuery – HTML to define queries, andyou want to format reports based onthose queries and add formulas andvariables.Interactive view format is only availableif your administrator has deployed WebIntelligence in JSP mode.

Interactive

Use PDF mode when you want to viewstatic reports.PDF


Accessing Web Intelligence from InfoView8 Web Intelligence InfoView options

To select the Web Intelligence query editor

1. Click the Preferences button on the InfoView toolbar.2. ClickWeb Intelligence Preferences to display the Web Intelligence

options.3. Select the query editor beneath Select a default creation/editing tool.4. Click OK.

To select the Web Intelligence view format

You can select different view formats for Web Intelligence documentsdepending on how you want to interact with the information displayed on thereports. You select your Web Intelligence view options in InfoView. Whenyou modify your view options, the new settings are implemented the nexttime you open a Web Intelligence document.

1. Click the Preferences button on the InfoView toolbar.2. Click Web Intelligence Preferences to display the Web Intelligence

options.3. In the Select a view format section, select the view format.

To select a default universe for new documents

1. Click Preferences on the Infoview toolbar.2. ClickWeb Intelligence Preferences to display the Web Intelligence

options.3. Click Browse beneath Select a default universe and browse to the

universe you want to select as the default.

To set Web Intelligence drill options

Drilling on reports lets you look deeper into data to discover the details behinda good or bad summary result displayed on a table, chart, or section. Beforeyou begin a drill session, you can set your drill options in InfoView to specifyhow reports will change each time you drill.

1. Click Preferences on the Infoview toolbar.



2. Click Web Intelligence Preferences to display the Web Intelligenceoptions.

3. Select the drill options under Drill options and Start drill session.

Hide drill toolbar option

When you drill on a value displayed on a report, the Drill toolbar appearsand displays the value on which you drilled. The value displayed on thetoolbar filters the results displayed on the drilled report.

For example, if you drill on year 2001, the results displayed on the drilledtable are Q1, Q2, Q3, and Q4 for year 2001. This means that the quarterlyvalues you drilled to are filtered by 2001.

Note: If the drilled report includes dimensions from multiple queries, a ToolTipappears when you rest your cursor on the value displayed on the filter. TheToolTip displays the name of the query and the dimension for the value.

The Drill toolbar allows you to select alternative values on the same level,in order to filter the results differently. For example, if you use the Drill toolbarillustrated above to select “2002,” the results displayed on the drilled tablewould be Q1, Q2, Q3, and Q4 for year 2002.

You can opt to hide the Drill toolbar when you start drill mode. The Drilltoolbar is only useful if you want to select filters during your drill session.

Prompt when drill requires additional data option

When you drill the results displayed on a Web Intelligence report, you maywant to drill to higher- or lower-level information that isn’t included in thescope of analysis for the document. When this is the case, Web Intelligenceneeds to run a new query to retrieve the additional data from the data source.

Since queries on large selections of data may take a long time to becompleted, you can choose to be prompted with a message every time anew query is necessary. The prompt message asks you whether you wantto run the additional query or not. In addition, the prompt lets you apply filtersto the extra dimensions you include in the new query. This means you canrestrict the size of the query to only the data necessary for your analysis.

You need permission from your administrator to drill out of the scope ofanalysis during a drill session.



Synchronize drill on report blocks option

When you select the Sychronize drill on all report blocks option, the displayof all blocks changes to correspond with your drill actions. For example, ifyou drill down on a block from year to quarter, and your report also containsa chart showing data by year, the chart display also changes to display databy quarter.

If you do not select the option, only the drilled block changes in response todrill actions.

Start drill session option

The Start drill session option controls how Web Intelligence behaves whenyou start drill mode.

Start drill session on existing report optionWhen you select Start drill session on existing report, the current reportbecomes drillable when you start drill mode. When you end drill mode, thereport displays the drilled values.

Start drill session on a duplicate report optionWhen you select Start drill on a duplicate report, Web Intelligence createsa duplicate of the current report when you start drill mode, and you drill onthe duplicate. This allows you to compare the results of the original reportwith the results you discover during your drill analysis.

Web Intelligence locale options

The locale determines how a Web Intelligence document displays data. Itaffects, for example, the formatting of numbers and the default sort order.

Three locale settings combine to determine how Web Intelligence displaysdata:



DescriptionLocale

The locale in which InfoView displaysdata by default.Product locale

The locale associated with a particularWeb Intelligence document. When yousave a document, the document localebecomes the current product locale orthe preferred viewing locale.You can permanently associate a lo-cale with a document. For more infor-mation, see To permanently associatea locale with a document on page 69.

Document locale

The locale in which you choose to viewdocumentsPreferred viewing locale

The product locale

The product locale is the locale that InfoView uses by default. You set theproduct locale in the Infoview General preferences.

To set the product locale1. Click Preferences on the main InfoView toolbar.2. Click General to display the general options.3. Select the product locale from the Product locale list.

The document locale

The document locale is the locale associated with a particular document. Bydefault, the document takes the product locale when you save a document,or the preferred viewing locale if this is different from the product locale andyour settings give the preferred viewing locale priority. The document retainsthis locale until the next time it is saved, when it again takes either the productlocale or the preferred viewing locale.



You can permanently associate the current document locale with a document.For more information, see To permanently associate a locale with a documenton page 69.

The GetContentLocale() Web Intelligence function returns the documentlocale.

To display data using the document locale1. Click Web Intelligence Preferences to display the Web Intelligence

options.2. Click Use the document locale to format the data beneath When

viewing a document.

The preferred viewing locale

The preferred viewing locale is the locale that you choose to dislay data. Thepreferred viewing locale overrides the product locale if it is different from theproduct locale and your settings give the preferred viewing locale priority.

To set the preferred viewing locale1. Click Preferences on the main InfoView toolbar.2. Click General to display the general options.3. Select the preferred viewing locale from the Preferred viewing locale

list.4. Click Web Intelligence Preferences to display the Web Intelligence

options.5. If you want data to be formatted using the preferred viewing locale, click

Use my Preferred Viewing Locale to format the data beneath Whenviewing a document.

To permanently associate a locale with a document

1. In Web Intelligence Interactive, select Document > Properties from themenu to display the" Document Properties" dialog box.

2. Select Permanent regional formatting.3. Save the document.

The current document locale is associated permanently with the documentand overrides the product locale and the preferred viewing locale.



Working with queries in WebIntelligence Rich Client

9

How universe objects map to data

Classes and subclasses

Objects are grouped into folders called classes. Each class can also containone or more subclasses. Subclasses contain objects that are a furthersubcategory of the objects in the upper level of the class.

The role of classes is to organize the objects into logical groups. When youcreate queries on the universe, classes help you to find the objects thatrepresent the information that you want to use in a query.

Dimension object

A dimension object represents data that provides the basis for analysis in areport. Dimension objects typically retrieve character-type data, for example;customer names, resort names, or dates.

Dimension objects appear as follows in the Web Intelligence query panel:

Detail object

A detail obect provides descriptive data about a dimension. A detail is alwaysattached to the dimension for which it provides additional information. Forexample, [Age] is a detail object that is associated with the (Customer]dimension.

Detail objects appear as follows in the Web Intelligence query panel:


Working with queries in Web Intelligence Rich Client9 How universe objects map to data

Measure object

The measure object retrieves numeric data that is the result of calculationson data in the database. For example, [Revenue] is the calculation of thenumber of items sold multiplied by item price. Measure objects are oftenlocated in a Measures class.

Measure objects appear as follows in the Web Intelligence query panel:

There are two types of measure:• classic measures - calculated by Web Intelligence• smart measures - calculated by the database on which the universe is

based

In certain situations, smart measures impact the way in which WebIntelligence displays calculations. For more information on smart measures,see the Using Functions, Formulas and Calculations in Web Intelligenceguide.

Building and using queries

To build and run a query in Web Intelligence RichClient

1. How you add a query depends on whether you are creating the first queryin a document or adding a query to an existing document:• To create a new document and its first query, click Document > New• To add a query to a document that already contains at least one query,

open the document and click Edit Query in the top toolbar, then AddQuery in the Query Panel.


9Working with queries in Web Intelligence Rich ClientBuilding and using queries

2. In the Add Query box, choose a data source:• Universe• Local data source

3. In the Universe box or Local data source box, depending on what youselected, select the data source for your query.

4. In the Data tab, open a class.5. Select the objects you want to include in the query and drag them to the

Result Objects pane.

Note: To add all the objects in the class, drag the class to the ResultObjects pane.

6. Repeat the previous step until the query contains all the objects you wantto include.

7. Select the objects on which you want to define query filters and drag themto the Query Filters pane.

8. Set the scope of analysis and other query properties.9. Click Run Query to run the query.

10. If the query you are building is not the first query in the document, youneed to specify in the New Query box how its data will be displayed.

DescriptionOption

Display the data on a new report in thedocument

Insert a table in a new report

Display the data on the currently selectedreport in a new table

Insert a table in the currentreport

Include the data in the document withoutdisplaying the data on a report. (You canadd the objects returned by the query tothe report later.)

Include the result objects inthe document without gener-ating a table

To set query properties

1. Verify that you are in Query View.2. Click the Properties tab.


Working with queries in Web Intelligence Rich Client9 Building and using queries

3. Click the Fold/Unfold arrows at the top right of each section of the optionsto expand or close the property groups.

4. Select or type query property options.

To interrupt a query

You can interrupt a query before Web Intelligence has returned all the datato the document.

When you interrupt a query, only partial data is returned to the document.The values displayed in the document do not accurately reflect the definitionin the query.

Before returning the data to the document, Web Intelligence requests youto choose which version of the data you want retrieved

1. On the "Waiting - Refresh Data" dialog box, click Cancel.The "Interrupt Data Retrieval" dialog box appears.

2. Select one of the options on the "Interrupt Data Retrieval" dialog box.

DescriptionOption

Web Intelligence restores the values to the documentthat were retrieved the last time the query was run.The values displayed will not be the most up to datainformation available on the database. You can runthe query later to return the up to date values fromthe database

Restore the resultsfrom the previousdata retrieval

Web Intelligence displays the document empty ofvalues. The structure and formatting of the documentis retained. You can run the query later to return theup to date values from the database

Purge all data fromthe document

Web Intelligence displays the new values retrievedso far in the appropriate parts of the document. Therest of the document will display the values retrievedthe last time the query was run

Return the partialresults


9Working with queries in Web Intelligence Rich ClientBuilding and using queries

To remove a query

1. Select a the query you want to remove by right-clicking the appropriateQuery tab.

2. Click Remove.

To duplicate a query

If you want to build a different query on a universe already included in thedocument, you can duplicate the existing query on that universe and thenmodify it, instead of starting from scratch.

1. Select the query you want to duplicate by right-clicking the appropriateQuery tab at the bottom of the report panel.

2. Select Duplicate

Multiple queries

You can include one or multiple queries in a Web Intelligence document.When you include multiple queries, those queries can be based on a singleuniverse or on multiple universes available in InfoView.

For example, you can include product sales data and customer data in thesame document. In this case, your corporate data for product line sales isavailable on one universe and data on customers is available on anotheruniverse. You want to present product line sales results and information oncustomer age groups in the same report. To do this, you create a singledocument that includes two queries; one query on each universe. You canthen include and format results from both queries on the same report.

Defining multiple queries in a single document is necessary when the datayou want to include in a document is available on multiple universes, or whenyou want to create several differently-focused queries on the same universe.You can define multiple queries when you build a new document or add morequeries to an existing document. You can present the information from allof the queries on a single report or on multiple reports in the same document.


Working with queries in Web Intelligence Rich Client9 Building and using queries

Multiple queries, combined queries and synchronized queriescompared

It is important to understand the relationship between multiple data providers,combined queries and synchronized data providers .

• A single data provider, or query, can contain multiple queries, calledcombined queries.

• A document can be based on multiple data providers (each one of whichcan contain multiple queries). These data providers do not need to besynchronized. If they are not synchronized, the document contains multiplesources of unrelated data.

• Multiple data providers can be synchronized if they have commondimensions around which they can be linked. You synchronize dataproviders by merging these common dimensions.

Controlling access to queries

Allow other users to edit all data providers queryproperty

When selected, other users who have the appropriate editing rights canaccess Query View and modify the data providers in the document. Whencleared, only the report creator can modify the data providers. This optionis selected by default. Unlike the other query properties, which only apply tothe selected query, this option applies to all of the data providers in thedocument.

Controlling how queries retrieve data

Max retrieval time query property

Maximum time that a query can run before the query is stopped. This canbe useful when a query is taking too long due to an excess of data, or network


9Working with queries in Web Intelligence Rich ClientControlling access to queries

problems. You can set a time limit so a query can stop within a reasonabletime.

Max rows retrieved query property

The Max rows retrieved query property determines the maximum numberof rows of data that are displayed when a query is run. If you only need acertain amount of data, you can set this value to limit the number of rows ofdata in your document.

Max rows retrieved does not operate at the database level. If you set Maxrows retrieved to 1000, and your query returns 5000 rows, Web Intelligenceinitially retrieves all 5000 rows, before discarding 4000 and retaining onlythe first 1000 rows.

The Sample result set query property also applies a restriction on thenumber of rows in the query, but at the database level. If you set Max rowsretrieved to 2000 and Sample result set to 1000, the query retrieves amaximum of 1000 rows only.

This setting can be overridden by the limits set by your administrator in yoursecurity profile. For example, if you set the Max rows retrieved setting to400 rows, but your security profile limits you to 200 rows, only 200 rows ofdata will be retrieved when you run the query.

Retrieve duplicate rows query property

In a database, the same data may be repeated over many rows. You canchoose to have these repeated rows returned in a query, or to have onlyunique rows returned.

Setting the scope of analysis

Scope of analysis

The scope of analysis for a query is extra data that you can retrieve from thedatabase to give more details on the results returned by each of the objects


Working with queries in Web Intelligence Rich Client9 Setting the scope of analysis

in a query. This extra data does not appear in the initial result report, but itremains available in the data cube, so you can pull this data in to the reportto allow you to access more detail at any time. This process of refining thedata to lower levels of detail is called drilling down on an object.

In the universe, the scope of analysis corresponds to the hierarchical levelsbelow the object selected for a query. For example, a scope of analysis ofone level down for the object Year, would include the object Quarter, whichappears immediately under Year.

You can set this level when you build a query. It allows objects lower downthe hierarchy to be included in the query, without them appearing in theResults Objects pane. The hierarchies in a universe allow you to chooseyour scope of analysis, and correspondingly the level of drill available.

In Web Intelligence Rich Client, as in the Java Report Panel, you can alsocreate a custom scope of analysis by selecting specific dimensions for theScope of Analysis pane.

Note: You cannot set the scope of analysis when working in query drill modebecause this drill mode causes Web Intelligence to modify the scopedynamically in response to drill actions. For more information on query drill,Query drill defined on page 218.

Levels of scope of analysis

You can set the following levels for scope of analysis:

DescriptionLevel

Only the objects that appear in theResults Objects pane are included inthe query.

None

For each object in the Results pane,one, two, or three objects lower downthe hierarchy tree are included in thequery. The data from these objects isstored in the cube until you add themto the document.

• One level down• Two levels down• Three levels down


9Working with queries in Web Intelligence Rich ClientSetting the scope of analysis

DescriptionLevel

All objects added manually to theScope of Analysis panel are includedin the query.

Custom

Note: This option is available in theJava Report Panel and in Web Intelli-gence Rich Client only.

Including a scope of analysis in a document increases the document sizesignificantly. This is because the data necessary for the scope you specifyis saved with the document, even though it is not visible in the reports unlessyou start drill mode and drill down to the data to display the correspondingvalues.

In order to minimize the size of documents and optimize performance, werecommend that you only include a scope of analysis in documents whereyou are certain that users will need to drill.

We suggest the following method because it will be easier for you to set thescope of analysis seeing the hierarchy of the classes and objects.

To set the scope of analysis

1. Click the Show/Hide Scope of Analysis Pane button so that it appearspressed in.The Scope of Analysis panel appears at the bottom of the Result Objectspane. The default scope of analysis is None. Each dimension in the ResultObjects pane appears in the Scope of Analysis pane.

2. Click the down arrow in the Scope of Analysis drop-down list box.3. Select a level for the scope of analysis.

The level appears in the list box and the dimensions that are hierarchicallybelow each dimension in the Result Objects pane appear in the Scopeof Analysis pane.

4. If you want to add selected dimensions to the scope of analysis or createa custom scope of analysis, select dimensions in the Query Manager anddrag them across to the Scope of Analysis panel.


Working with queries in Web Intelligence Rich Client9 Setting the scope of analysis

Query contexts

What is an ambiguous query?

An ambiguous query is a query that contains one or more objects that canpotentially return two different types of information.

In a universe, certain dimensions may have values that are used for twodifferent purposes in the database. For example, the [Country] dimension inthe query below can return two types of information:

• Customers and the country in which they spent their vacation.• Customers and the country for which they have made their reservation.

The role that Country plays in this query is ambiguous. A country can beeither the country where a vacation was sold, or a country where a vacationis reserved. One is existing information (sales), and the other is futureinformation (reservations).

To avoid ambiguities in a query, the universe designer identifies the differentways that objects can be used in the universe, and implements restrictionson how these objects can be combined. These restrictions are called contexts.

What is a context?

A context is a defined group of objects that share a common businesspurpose. This business purpose is usually the type of information that theserelated objects represent. For example, a sales context is a grouping of allthe objects that can be used to create sales queries. A reservations contextis a grouping of all the objects that can be used in reservation queries.Contexts are defined in a universe by the universe designer.

You can combine any object within the same context to create a query. Youcan also combine objects in different contexts. If you use an object that iscommon to both contexts, Web Intelligence will try to determine the contextthat best fits the other objects in the query.

If it cannot determine a context, you are prompted to choose the context thatyou want to apply to the query.


9Working with queries in Web Intelligence Rich ClientQuery contexts

Choosing a context when you run a query

When you create a query or refresh a report, you may be asked to choosea context before the query can run. Contexts are set up in a universe to avoidambiguous queries.

To choose a context when you run a query

• Click the context in the Select a Context dialog box.

Defining how contexts are used

Reset contexts on refresh query property

When selected, you are prompted to choose a context each time a queryrequiring a context is run. When unselected, Web Intelligence retains thecontext specified the first time you run the query.

To reset contexts on query refresh1. Make sure you are in Query View.2. Click the Properties tab to display the query properties.3. Select Reset contexts on refresh.

Clear contexts query property

When this property is selected, Web Intelligence clears the contexts listedin the list when you next run the query or refresh the data.

To clear contexts

1. Make sure you are in Query View.2. Click the Properties tab to display the query properties.3. Click Clear Contexts


Working with queries in Web Intelligence Rich Client9 Query contexts

Using combined queries

Combined queries defined

Combined queries are multiple queries on the same universe that return asingle set of data.

Note: You cannot create combined queries across multiple universes.

Types of combined query

You can combine queries in three relationships:

• union• intersection• minus

In a union combination, Web Intelligence takes the all the data from bothqueries, eliminates duplicate rows, and builds a combined data set.

In an intersection combination, Web Intelligence returns the data that iscommon to both queries.

In a minus combination, Web Intelligence returns the data in the first querythat does not appear in the second.

Example: Union, intersect and minus queries

In this example you have two queries that return lists of countries as shownin the following table:

ValuesQuery

US; UK; Germany; FranceQuery 1

US; SpainQuery 2


9Working with queries in Web Intelligence Rich ClientUsing combined queries

Depending on the type of combined query, Web Intelligence returns thefollowing values:

ValuesCombination type

US; UK; Germany; France;SpainUNION

US; SpainINTERSECTION

UK; Germany; FranceMINUS

What can you do with combined queries?

Combined queries allow you to answer questions that are otherwise difficultor impossible to frame in a single Web Intelligence query.

Example: Return a data set using a combined query

The Island Resorts Marketing sample universe contains the dimensionYear, which is associated with guests who have already stayed in a resort,and Reservation Year, which is associated guests who have reserved tostay in the future. Because of the structure of the database and universe,these objects are incompatible, which means that you cannot include themin the same block in a report.

What if you want to return a single list of years that includes those yearswhere more than n guests stayed in a resort and those years where morethan n guests reserved to stay in a resort? You can do this using a combinedquery, as follows:

ReturnsQuery

Years where more than n guestsstayed in a resortQuery 1

UNION


Working with queries in Web Intelligence Rich Client9 Using combined queries

ReturnsQuery

Years where more than n guests re-served to stay in a resortQuery 2

The union between these two queries returns the list of years that you want.

How does Web Intelligence generate combinedqueries?

If your database supports the type of combination in your query, combinedqueries work at the database level: they alter the query that Web Intelligencesubmits to the database. They do so by generating SQL (Structured QueryLanguage) queries containing UNION, INTERSECT and MINUS operators.

Note: SQL is the standard query language of relational databases, althougheach database has its own dialect.

If your database does not support the type of combination in your query,Web Intelligence performs the query at the report level by generating multipleSQL queries whose data it resolves after retrieval from the database.

To build a combined query

1. Create an initial query in the Query Panel.2. Click Combined Query on the toolbar.

Web Intelligence adds a copy of the initial query to the data provider. Thesecond query has the following characteristics:• It contains the same report objects as the original query.• It does not contain the filters defined on the original query.• It is combined with the original query in a UNION relationship.

3. To switch to a query, click Combined Query n.The individual queries in the combined queries are named CombinedQuery n



4. To delete a query, right-click the Combined Query n you want to delete,then select Remove on the menu.

5. To change the combination type, double-click on the operator. Theoperator moves through the sequence UNION, INTERSECTION, MINUS.

6. Build each query within the combined query as you build any normal WebIntelligence query.

7. Click Run Query.

Combined query structure

The queries within a combined query must return the same number of objectsof the same data type and the objects must be in the same order. You cannotcombine queries when the number of objects in the query results and thedata types of those objects are not identical. For example, you cannotcombine a query than returns Year with a query that returns Year andRevenue, and you cannot combine a query that returns Year with a querythat returns Revenue.

You must also pay attention to the semantics of your combined queries.While it is possible to combine a query that returns Year with a query thatreturns Region if both dimensions are of the same data type, the result - amixed list of years and regions - is unlikely to be meaningful. Typically, ifyour first query contains a Year dimension, your second query also containsa dimension that returns a list of years.

Related Topics• To return a list of years and reservation years based on the number ofguests on page 86

To return a list of years and reservation years based on thenumber of guests

This example describes the workflow for the query described in theexampleReturn a data set using a combined query on page 84. You wantto build a query that returns a list of years consisting of years where morethan n guests stayed in a resort and years where more than n guests reservedto stay in a resort.



1. Select the Island Resorts Marketing universe in the list of universes toopen the Query Panel.

2. Drag the Year object to the Result Objects pane.3. Drag the Number of Guests object to the Query Filters pane and create

a report filter that restricts Number of Guests to greater than n.4. Click Combined Query.

The Combined Query pane appears in the bottom left of the Query panelwith the two queries joined by UNION.

5. Click on the second query and remove the Year and Number of Guestsobjects.

6. CDrag the Reservation Year object to the Result Objects pane.7. Drag the Future Guests object to the Query Filters pane and create a

report filter that restricts the future guests to greater than n.8. Click Run Query.

The query returns the combined list of years and reservation years.

Combined query precedence

It is important to understand the order in which Web Intelligence executesquery combinations in a combined query. The order of execution is crucialin determining the final result.

In the simplest form of combined query you combine two or more queries ina relationship as follows:

Query 1

Query 2INTERSECTION

Query 3

In such a case, Web Intelligence first finds the set of data that representsthe union/intersection/minus between Combined Query n and CombinedQuery n + 1, then finds the union/intersection/minus between that data setand the data returned by Combined Query n + 2. Web Intelligence continuesin this way through all the queries in the relationship. This gives the followingresult for the above example:



DataQuery

US; UK; France; GermanyQuery 1

US; France; FinlandQuery 2

US; FranceINTERSECTION of 1 and 2

US; SpainQuery 3

USFinal INTERSECTION

Multiple combined queries

ou can combine multiple queries in complex relationships to determine theorder of execution, as in the following example (displayed in the Java ReportPanel):

Web Intelligence processes query groups from right to left as they appearin the Query Panel, and from top to bottom within each group.(Higher-precedence groups, such as the MINUS group in the above example,appear indented to the right in the Query Panel.) In the above query WebIntelligence first determines the result of the minus combination then findsthe intersection of this result with the result of Combined Query 3 as shownin the following table:



ResultQuery

US; UK; Spain; GermanyQuery 1

GermanyQuery 2

US; UK; SpainQuery 1 MINUS Query 2

US; Spain; FinlandQuery 3

US; Spain(Query 1 MINUS Query 2)INTERSECTIONQuery 3

Note: If your database directly supports the type of combined query youwish to execute, Web Intelligence generates SQL containing combinationoperators. In this case the order of precedence depends on the order ofprecedence defined in the database. See your Web Intelligence administratorfor more details.

To set the order of precedence of combined queries in the JavaReport Panel

1. Build the first query in the Query Panel.2. Click Combined Query.3. Repeat these steps until you have built all the component queries.4. To increase the precedence of a pair of queries, drag and drop a query

on to the query with which you want to associate it in thehigher-precedence pair.Web Intelligence indents the source and target queries in thedrag-and-drop operation and combines them by default in a UNION.

5. Continue adding queries to the higher-precedence group by draggingand dropping them on to the space between any two queries already inthe group.

6. To create further higher-precedence groups within an existinghigher-precedence group, repeat the previous two steps.



7. Double-click the combination operators of all the groups in the query tochange them as required.

8. Click Run Query.

Merging dimensions from multiple dataproviders

Merged dimensions defined

You can include multiple data providers in a Web Intelligence document.You often need to synchronize the data returned by these data providers.You do this by incorporating common dimensions into a merged dimension.

Merged dimensions and data synchronization were introduced in WebIntelligence XI R2. They enormously increase the power and flexibility ofWeb Intelligence by allowing you to synthesise data from different sourcesin the same report, rather than simply including the data.

For example, if you have one database that contains detailed customerinformation and another database that contains sales data, you cansynchronize the two data sources around the customer.

When to merge dimensions

You merge dimensions when your report draws related data from differentdata providers. For example, you have a report showing revenue and salestargets. The report contains sections based on the year, and each sectionshows revenue and sales targets. If revenue and sales target data comesfrom two different data providers, Web Intelligence does not know that it isrelated. You tell Web Intelligence that the data is related by merging the twodata providers on the common dimension, year.

When you merge dimensions, Web Intelligence creates a new dimensionthat contains all the values from the original dimensions that make up themerged dimension. You use this dimension in reports as you use any otherreport object. You can add report objects from all the data providers


Working with queries in Web Intelligence Rich Client9 Merging dimensions from multiple data providers

synchronized through the merged dimension in the same block as the mergeddimension.

Choosing which dimensions to merge

The only restriction that Web Intelligence imposes on merged dimensionsis that they must be of the same data type: for example, character data. Butit does not make sense to merge unrelated dimensions even when their datatypes are the same. For example, it does not make sense to merge adimension containing customer names with a dimension containing salesregions.

Merged dimensions often have the same name in both data sources, butthis is not obligatory. It can make sense to merge dimensions with differentnames if they contain related data.

To merge dimensions correctly you need to be aware of the semantics ofthe data (what the data refers to) in the different data sources. The dimensiondata types and names are an approximate guide only to dimensions’ suitabilityfor merging.

Merged dimension example

The following example with two data providers illustrates the effect of mergingdimensions:

Example: Merging City dimensions

Data Provider 1:

CityCountry

New YorkUS

Los AngelesUS

ParisFrance

ToulouseFrance


9Working with queries in Web Intelligence Rich ClientMerging dimensions from multiple data providers

Data Provider 2:

RevenueCity

100000New York

75000Los Angeles

90000Paris

60000Toulouse

If you merge the City dimensions and display the Country, merged Citydimensions and Revenue measure in a table, Web Intelligence returns thefollowing result:

If the City dimensions are not merged, Web Intelligence displays thefollowing result:

RevenueCityCountry

325000New YorkUS

325000Los AngelesUS

325000ParisFrance

325000ToulouseFrance

Because there is no link between the two data providers through a mergeddimension, Web Intelligence is unable to relate the city revenues tocountries. As a result Web Intelligence displays the total revenue againsteach Country/City pair.

If the City dimensions are merged, Web Intelligence displays the followingresult:



RevenueCityCountry

100000New YorkUS

75000Los AngelesUS

90000ParisFrance

60000ToulouseFrance

Forcing merged calculations with the ForceMergefunction

By default, Web Intelligence does not account for merged dimensions incalculations if the merged dimensions do not explicitly appear in thecalculation context.

Example: Calculating revenue with ForceMerge

This example has two data providers as follows:

Data Provider 1:

CityCountry

New YorkUS

Los AngelesUS

ParisFrance

ToulouseFrance

Data Provider 2:



RevenueCity

100000New York

75000Los Angeles

90000Paris

60000Toulouse

If you merge the [City] dimensions, then create a table with [Country] and[Revenue], Web Intelligence displays the following result:

RevenueCountry

325000US

325000US

325000France

325000France

Because [City], the merged dimension, does not appear in the table, WebIntelligence does not take the merge into account when calculating revenue.Web Intelligence lists the total revenue in the second data provider againsteach country.

To display the correct result, replace [Revenue] in the second column withthe formula ForceMerge([Revenue]):

RevenueCity

175000US

175000US

150000France



RevenueCity

150000France

Web Intelligence now takes the relationship between countries and citiesinto account when calculating revenue.

Note: If [Revenue] is a smart measure in the above example, ForceMerge([Revenue]) returns #MULTIVALUE. This is because the groupingset (Country) does not exist for the [Revenue] measure. ForceMerge([smart_measure]) always returns #MULTIVALUE, unless by chanceno aggregation is required to calculate the measure.

Creating, editing and deleting merged dimensions

To merge dimensions

1. Click Merge Dimensions on the toolbar.The "Merge Dimensions" dialog box appears.

2. Select the dimensions you want to merge in the boxes at the top of thedialog box.When you select a dimension, all dimensions of different data types aredisabled because you cannot merge dimensions of different data types.

3. Click Values to view the values associated with the dimensions.4. Click Merge.

The "Create Merged Dimension" dialog box appears. You use thisdialog box to specify the properties of the merged dimension.

5. Select the dimension in the Source Dimension drop-down list.The source dimension provides the default name, description and numberformats for the merged dimension.

6. Type the merged dimension name in the Merged Dimension Name boxand the merged dimension description in the Description box.

7. Click OK.



The merged dimension name appears in the "Merged Dimensions" boxand the dimensions that are part of the merged dimension appear in theboxes alongside it. Because an original dimension can be part of onemerged dimension only, it no longer appears in the box above that liststhe original dimensions in the query.

8. Click OK to close the "Merged Dimensions" dialog box.Web Intelligenceadds the merged dimensions to the list of mergeddimensions in the Data tab.

To define a merged dimensionYou define a merged dimension in the "Create Merged Dimension" dialogbox.

1. Type the merged dimension name in the Merged Dimension Name box.2. Type the merged dimension description in the Description box3. To use the name and description of one of the source dimensions in the

merged dimension, select the source dimension from the SourceDimension list.

4. Click OK.

To merge dimensions automatically

You can set Web Intelligence to merge dimensions automatically under thefollowing circumstances:

• The dimensions have the same name• The dimensions have the same data type• The dimensions are in the same universe1. Right-click outside any block or chart and click Document Properties

on the popup menu.2. Click Auto-merge dimensions.

To edit a merged dimension

1. In the Data tab, select the dimension in the Merged Dimensions folderand click the right mouse button.

2. Select Edit Merged Dimension from the menu.The "Merged Dimensions" dialog box appears.



3. Edit the merged dimension as described in To merge dimensions onpage 143

To delete a merged dimension

1. Select the dimension in the Merged Dimensions folder and click the rightmouse button.

2. Select Delete Merged Dimension from the menu.

Understanding the effects of merged dimensions

Data synchronization through merged dimensions adds enormous power toWeb Intelligence. Merged dimensions also have implications for the resultsthat Web Intelligence displays in certain situations. You need to understandthese implications to work effectively with merged dimensions andsynchronized data.

Synchronizing data providers with different aggregation levels

You can synchronize data providers with different aggregation levels. Thiscan have implications for the way in which Web Intelligence calculatesmeasures.

Example: Synchronizing data providers with different aggregation levels

In this example you have two data providers as follows:

RevenueYearCustomer

15002004Jones

20002005Jones

12002005Smith



Number of salesCustomer

12Jones

10Smith

If you merge the two data providers and the table properties AvoidDuplicate Rows Aggregation and Show Rows with Empty Dimensionsare unchecked, Web Intelligence returns the following:

Number of salesRevenueYearCustomer

1215002004Jones

1212002005Jones

1012002005Smith

Web Intelligence cannot determine the number of sales per year forcustomer Jones because the data provider that stores the number of salesdoes not break them down by year. Web Intelligence therefore reproducesthe total number of sales on each row.

Note: Although the Number of Sales values are duplicated, if you add astandard calculation to the bottom of the column (for example a Sum or Averagecalculation), the result is correct.

One way of adressing this issue is to add the dimensions to the seconddata provider that allow Web Intelligence to calculate to the appropriatelevel of data. If this is not possible, you must be aware of any situationswhere Web Intelligence cannot aggregate the data to the necessary levelof detail.

Detail objects and merged dimensions

Detail objects are associated with dimensions and provide additionalinformation about the dimension.



Web Intelligence XI R2 requires a one-to-one relationship betweendimensions and details (this means that a detail object can have one valueonly for each value of its associated dimension) and does not take detailobjects into account when synchronizing data. The following exampleillustrates why this is necessary.

Previous versions of Web Intelligence, as well as Desktop Intelligence andBusinessObjects, allow a one-to-many relationship between dimensions anddetails. If you migrate a report created using any of these products and thedetail object contains multiple values, Web Intelligence places the#MULTIVALUE error in the detail cell.

Example: Synchronizing data providers with detail objects

In this example you have two data providers as follows, and [Address] is adetail object related to [Customer].

RevenueAddressCustomer

10000LondonJohn

15000LiverpoolPaul

AgeCustomer

25John

28Paul

If you create a merged Customer dimension to synchronize the dataproviders, and Address can have more than one value for each customer,the result is ambiguous because there is no common value around whichWebIntelligence can synchronize the data.

For example, Paul might also have an address in London, which meansthat there is no unique ‘Paul’ row with which WebIntelligence cansynchronize Paul’s age:



AgeAddressCustomer

LondonJohn

ParisPaul

LondonPaul

25John

28Paul

If the relationship between Customer and Address is one-to-one,WebIntelligence can ignore Address in the synchronization. This removesthe ambiguity:

AgeAddressCustomer

25John

28Paul

Filtering merged dimensions

Merging dimensions has implications for the way in which Web Intelligenceapplies filters.

Note: You cannot apply a filter a on merged dimension. You apply filters onthe dimensions that make up the merged dimension.

Report filters and merged dimensions

When you apply a report filter to a dimension that is part of a mergeddimension, Web Intelligence applies the filter to all data providers that aresynchronized through the merged dimension.



Example: Filtering a merged dimension

In this example you have a report with the following data providers, whichare merged on the Country dimension

RevenueResortCountry

835,420French RivieraFrance

971,444Bahamas BeachUS

1,479,660Hawaiian ClubUS

Future GuestsCountry

46France

56US

If you apply the filter Country=”US” to the first block, Web Intelligence alsofilters the second block to give the following result:


56US

If the Country dimensions are not merged the second block is unaffectedby the filter.

Section filters and merged dimensionsWhen a dimension that is part of a merged dimension is set as a sectionheader, any filter applied to the section also applies to blocks fromsynchronized data providers within the section. If Country is set as the sectionheader in the example Filtering a merged dimension on page 149 and thefilter Country=”US” is applied to the section, Web Intelligence filters bothblocks in the section—(Resort, Revenue) and (Country, Number ofGuests)—so that only those rows appear where the country dimension is



equal to “US”, even though Country in the second block comes from asynchronized data provider.

Block filters and merged dimensionsWhen you apply a block filter to a dimension that is part of a mergeddimension, Web Intelligence applies the filter to the block. Web Intelligencedoes not apply the filter to other data providers synchronized through themerged dimension.

Drilling on merged dimensions

When you merge dimensions, the new merged dimension belongs to thehierarchies of all dimensions involved in the merge.

Extending the values returned by merged dimensions

Merged dimensions are a new concept in Web Intelligence XI R2.Synchronizing data providers already exists in DesktopIntelligence/BusinessObjects but it does not involve the creation of a newmerged dimension. BusinessObjects reports use the original dimensionsthat make up a merged dimension in Web Intelligence.

You can use these original dimensions in a Web Intelligence report. Whenyou place them in the report, Web Intelligence returns by default only thosedimension values that have corresponding values in the data providerssynchronized through the merge. You need to be aware of this when migratingreports from Desktop Intelligence and BusinessObjects becauseBusinessObjects/Desktop Intelligence behaves differently.

Example: Web Intelligence and Desktop Intelligence/BusinessObjectsbehavior when dimensions are merged

You have a report with the following data providers:

RevenueCountry of origin

470Germany




499Japan

If you include the Country of Origin dimension from Data Provider 1 andthe Revenue measure from Data Provider 2 in the same block, WebIntelligence returns the following result:


Germany

The same block in Desktop Intelligence/BusinessObjects returns thefollowing result:


Germany

499Japan

The block is different in Desktop Intelligence/BusinessObjects becauseBusinessObjects extends the values of the Country of Origin dimensionthrough the values returned by the Revenue measure.

To extend dimension values1. Right-click your report outside any blocks or charts and select Document

Properties on the shortcut menu.The Document Properties pane appears on the right side of the report.

2. Check the Extend merged dimension values option.



Filtering queries

Query filters defined

You limit the data returned to the document by applying filters when youdefine the query. Using query filters enables you to secure the data that youdon’t want specific user groups to see and limits the size of the documentsthat are stored on your network. When you run the query on the documentdata, the Web Intelligence returns only the values that meet the query filterdefinitions.

Query filters limit the data Web Intelligence returns to a document. Theyretrieve a sub-set of the data from the database and return the correspondingvalues to the document. You define filters to match business questions. Forexample, you can filter the [Year] dimension to view only sales revenue forYear 2003; or filter the [Annual Income] dimension to view only customerswhose annual income is equal to or greater than $1.5M.

Query filters allow you to:

• retrieve only the data you need to answer a specific business question• hide the data you don’t want specific users to see when they access the

document• minimize the quantity of data returned to the document to optimize

performance

Example: In Q4 2002, which stores in my sales region gained marginsabove $130K?

As Regional Marketing Manager for Texas, you are only interested inanalyzing margins for Texas, but the sales universe includes data US-wide.In addition, you only want to view information for stores where marginsreached over your 4Q 2002 quarterly target figure: $130K. To create adocument with only the information you need, you apply a filter on the[State], [Year], and [Quarter] dimensions and a filter on the [Margin]measure:


Working with queries in Web Intelligence Rich Client9 Filtering queries

Year Equal to 2002

ANDQuarter Equal to Q4

State Equal to Texas

Margin Greater than or equal to 130000

To avoid displaying the filtered values Texas, 2002, and Q4 in the tablecolumns Year, Quarter, and State, you exclude the [Year], [Quarter], and[State] objects from the Result Objects pane. When you generate the report,the report values correspond to Texas stores with 4Q 2002 margins greaterthan or equal to $130K:

MarginSales RevenueStore name

133,802307,914e-Fashion Houston

136,055316,232e-Fashion HoustonLeighton

Query filters and report filters compared

You can apply filters at two levels within a document:

• query filters – these filters are defined on the query; they limit the dataretrieved from the data source and returned to the Web Intelligencedocument

• report filters – these filters limit the values displayed on reports, tables,charts, sections within the document, but they don’t modify the data thatis retrieved from the data source; they simply hide values at the reportlevel


9Working with queries in Web Intelligence Rich ClientFiltering queries

Types of query filter

You can create the following types of query filter:

• predefined filters – created by your administrator• custom filters – you define on the query• quick filters - a simplified form of custom filter for simple filters• prompts – you define these dynamic filters to display a question or a list

of values so you or other users can select different filter value(s) at eachrun query

You can different types of filters on a single query.

Predefined query filters

Predefined filters make the specific data you most typically need for reportspermanently available in Web Intelligence. They are created by anadministrator and saved with the universe. Predefined filters often containcomplex expressions that require a detailed knowledge of the databasestructure. Including predefined filters on the universe means you don’t needto create the same custom filters every time you create new Web Intelligencedocuments based on the same universe.

As a Web Intelligence user, you cannot view the component parts ofpredefined filters or edit predefined filters.

To select a predefined query filter• Double-click the predefined filter or drag it to the Query Filters pane.

When you run the query, the data corresponding to the query filters youselected is returned to the report.

Quick query filters

Quick filters allow you to quickly define the values you want to retrieve for aspecific object without launching the Filter Editor. By default, Quick filtersuse the Equal to operator if you select a single value or the In list operatorif you select multiple values.

For example:



• If you select the [Payment Status] dimension and the value “unpaid” youcreate the filter: [Payment Status] Equal to “unpaid”

• If you select the [Country] dimension and the values US, Japan, Germany,you create the filter: [Country] In list “US;Japan;Germany”

To create a quick query filter1. Select the object you want to filter and drag it to the Result Objects pane.2. Reselect the object on the Result Objects pane and click the Add Quick

Filter button on the Report toolbar.The List of Values dialog box appears. The values for the selected objectare listed.

3. Select the values you want to retrieve from the database.For example, to filter the query for values in Q1, select the [Quarter]dimension, then select Q1 from the list of values.

4. Click OKThe new filter appears on the Query Filters pane.

Custom query filters

You create custom query filters to limit document data to informationcorresponding to:

• a specific business question• the business information needs of a specific group of users

For example, you can create custom filters to retrieve sales results data forspecific dates, products, or services, or to view customer information onlyfor customers who are high wage earners or who live in a particular region.

To use the Filter Editor to create filters1. Select the object you want to filter and drag it to the Query Filters pane.

The query filter appears in outline in the Query Filters pane.

2. Click the arrow next to the default operator (In List) and select the queryoperator from the list of operators.

3. Click the arrow on the right of the query filter and select Constant, Value(s)from List or Object.

4. Type/select the constant, list of values or object you want to include inthe filter.



5. Click OK.The new filter appears in the Query Filters pane.

6. To remove the filter, right-click it and select Remove from the menu.

Query filter and prompt operators

Equal To operatorUse the Equal to operator to obtain data equal to a value.

For example, to return data for the US only, create the filter "County EqualTo US".

Not Equal To operatorUse the Not Equal To operator to obtain data not equal to a value.

For example, to return data for all countries except the US create the filter"County Not Equal To US".

Different From operatorUse the Different From operator to retrieve data different from a value.

For example, to retrieve data for all quarters execpt Q4, create the filter[Quarter] Different From "Q4"

Greater Than operatorUse the Greater Than operator to retrieve data greater than a value.

For example, to retrieve data for customers aged over 60, create the filter"[Customer Age] Greater than 60".

Greater Than Or Equal To operatorUse the Greater Than Or Equal To operator to retrieve data greater than orequal to a value.

For example, to retrieve data for revenue starting from $1.5M, create thefilter "[Revenue] Greater than or equal to 1000500".

Less Than operatorUse the Less Than operator to retrieve data lower than a value.



For example, to retrieve data for exam grades lower than 40, create the filter"[Exam Grade] Less Than 40".

Less Than Or Equal To operatorUse the Less Than Or Equal To operator to retrieve data less than or equalto a value.

For example, to retrieve data for customers whose age is 30 or less, createthe filter "[Age] Less Than Or Equal To 30".

Between operatorUse the Between operator to retrieve data between and including two values.

For example, to retrieve data for weeks starting at week 25 and finishing at36 (including week 25 and week 36), create the filter "[Week] Between 25and 36".

Not Between operatorUse the Not Between operator to retrieve data outside the range of twovalues.

For example; to retrieve data for all the weeks of the year, except for andnot including weeks 25 through 36, create the filter "[Week] Not between 25and 36".

In List operatorUse the In List operator to retrieve data corresponding to values in a list ofvalues.

For example, to retrieve data for the US, UK and Japan only, create the filter[Country] In List ("US";"UK";"Japan").

Not In List operatorUse the Not In List operator to retrieve data that does not correspond tomultiple values.

For example, if you do not want to retrieve data for the US, UK and Japan,create the filter [Country] Not In ("US";"UK";"Japan").



Matches Pattern operatorUse the Matches Pattern operator to retrieve data that includes a specificstring or part of a string.

For example, to retrieve customers whose date of birth is 1972, create thefilter [DOB] Matches Pattern "72".

Different From Pattern operatorUse the Different From Pattern operator to return data that doesn't includea specific string.

For example, to retrieve customers whose date of birth is not 1972, createthe filter [DOB] Different From Pattern '72'.

Both operatorUse the Both operator to retrieve data that corresponds to two values.

For example, to retrieve customers who have both a fixed and a mobiletelephone, create the filter [Account Type] Both 'Fixed' And 'Mobile'.

Except operatorUse the Except operator to retrieve data that corresponds to one value andexcludes another.

For example, to retrieve customers who have a fixed telephone and do nothave a mobile telephone, create the filter [Account Type] 'Fixed' Except'Mobile'.

The Except operator is more restrictive than Different From or Not InList. For example, a report that returns customers and that includes thefilter [Lines] Different From 'Accessories' excludes all sales recordswhere the item sold is part of the 'Accessories' line. If the same customerhas purchased Accessories and non-Accessories items, the customer stillappears in the report, but their spending total includes only non-Accessoriessales.

If the filter is [Lines] Except 'Accessories', only customers who havebought no accessories are included in the report.

Related Topics• Not In List operator on page 225



• Different From operator on page 224

Combining query filters

Combining query filtersTypical business questions require you to retrieve information that matchesmore than one criteria. For example, if you are analyzing customer servicesdata, you will most likely want to focus on customers for a specific time periodand also for a specific region, and probably also for a specific level ofcustomer service contract. You can retrieve data that answers several criterialike this by combining filters in the same query.

Example: Analyze sales revenue this year at stores where the floor sizeis over 4,000 square feet and sales revenue figures are equal to or lessthan $1.5M

In this example, you are an operations manager for a retail chain. You wantto analyze information about the large retail stores in your chain that aremaking less than the sales revenue figure your company has set as thetarget.

To do this you add a predefined filter on the [Year] dimension to specifythat you only want to retrieve values for this year. Then you create a secondfilter on the [Sales Floor Size] dimension to specify that you only want toretrieve data for stores where the floor size is greater than 4,000 squarefeet. After this, you create a third filter on the [Sales Revenue] measure tospecify that you only want to retrieve data for stores where the sales revenuefigures are equal to or less than $1.5M. Finally, you combine these threefilters with the And operator:

Last Year

AND Sales Floor Size Group Greater than or equal to:4000

Sales Revenue Less than 1,500,000

When you run the query, only data for stores that satisfy all three criteriawill be returned to the report.



To combine query filters1. Create the filters and add them to the Query Filters pane.

By default, Web Intelligence combines the filters with the AND operator.

2. Double-click the operator (in Query - HTML) or click the arrow next to theoperator checkbox and select the other operator (HTML Report Panel)to toggle between AND and OR.

Nesting query filtersNesting query filters allows you to create more complex filter conditions thanis possible when you combine filters at the same level.

When you nest filters, you set the order in which Web Intelligence evaluatesthem. For example, Web Intelligence can return the data given by two queryfilters joined in an OR relationship (where either one filter condition or theother is true) and then further restrict this data by applying another filter toit. In this case, the two filters in an OR relationship are nested, then comparedwith the other filter in an AND relationship.

The following example illustrates this:

Example: List all sales made in Japan either in Q4 or where the revenuewas greater than 1000000

To answer this question you create the following nested query filter:

Country Equal To Japan

AND Quarter Equal To Q4

OR Revenue Greater Than1000000

Web Intelligence first returns sales data where the sale was made in Q4or the revenue was greater than 1000000, then restricts this data furtherby returning only those sales made in Japan.

To nest query filters1. Drag and drop a report object onto an existing query filter.



A query filter outline on the report object appears in a nested ANDrelationship with the existing query filter.

2. Define the new query filter.

Filtering data with subqueries

What is a subquery?

A subquery is a more flexible kind of query filter that allows you to restrictvalues in more sophisticated ways than is possible with a ordinary queryfilters.

Subqueries are more powerful than ordinary query filters for the followingreasons:

• They allow you to compare the values of the object whose values areused to restrict the query with values from other objects.

• They allow you to restrict the values returned by the subquery with aWHERE clause.

What can you do with subqueries?

Subqueries allow you to pose complex questions that are difficult orimpossible to formulate with simple query filters. For example: what is thelist of customers and their associated revenue where the customer purchaseda service that had previously been reserved (by any customer) in Q1 of 2003?

How do subqueries work?

Subqueries work by modifying the SQL that Web Intelligence generates toretrieve the query data. Web Intelligence generates SQL containining asubquery that restricts the data returned by an outer query. For moreinformation on SQL subqueries, see any book on SQL.

Note: SQL is the query language supported by all relational databases(RDBMS), although each database has its own syntax.


9Working with queries in Web Intelligence Rich ClientFiltering data with subqueries

To build a subquery

1. Add the objects that you want to appear in the query to the Result Objectspane.

2. Select the object that you want to filter with a subquery.3. Click Add a subquery.

The subquery outline appears in the Query Filters pane. By default theobject you selected appears as the Filter object and Filter By object. Formore information on the Filter Object and Filter By object, see Subqueryparameters on page 116.

4. To add a WHERE condition to the subquery, drag a report object to thearea of the subquery below the Drop an object here boxes.

5. To add a WHERE condition to the subquery, drag a report object to thearea of the subquery below the Drop an object here boxes.You can use an existing subquery or standard query filter as a WHEREcondition in a subquery. To do so, drag and drop the existing filter orsubquery to the area of the subquery below the Drop an object hereboxes. To copy rather than move the existing filter to the WHEREcondition, hold down the Control key while dragging and dropping. In thiscase the existing filter remains in its initial place and becomes part of theWHERE condition of the subquery.

6. Select the operator and values used to filter the object in the WHEREcondition.

7. Click Subquery to add an additional subquery to the query filter.In addition to linking subqueries in AND or OR relationships, you can nestthem (create subqueries within subqueries) by dragging an existingsubquery to the area beneath the Drop an object here boxes. In thiscase the inner subquery becomes part of the WHERE condition of theouter subquery. To copy rather than move the subquery to the WHEREcondition, hold down the Control key while dragging and dropping. In thiscase the second subquery remains at the same level as the first, andbecomes part of the WHERE clause of the first.By default the two subqueries are linked in an AND relationship. Click theAND operator to toggle between AND and OR.

8. To nest a subquery (create a subquery within a subquery), drag an existingsubquery to the area beneath the Drop an object here boxes.


Working with queries in Web Intelligence Rich Client9 Filtering data with subqueries

To copy rather than move the subquery to the WHERE condition, holddown the Control key while dragging and dropping. In this case the secondsubquery remains at the same level as the first, and becomes part of theWHERE clause of the firstThe inner subquery becomes part of the WHERE condition of the outersubquery.

Example: Which customers bought a service that had previously beenreserved in Q1 of 2003, and how much revenue have they generated?

SeeTo find out which customers bought a service that had previously beenreserved in Q1 of 2003, and how much revenue have they generated onpage 115.

To find out which customers bought a service that had previouslybeen reserved in Q1 of 2003, and how much revenue have theygenerated

1. Drag the Customer and Revenue objects to the Result Objects pane ofthe Query Panel.

2. Select the Service object.3. Click Subquery.

The subquery outline appears in the Query Filters pane.

Note: The selected object appears in both boxes in the subquery outline.You often use the same object in both boxes, although this is not required.If the objects do not return any common values, the subquery returns novalues, and the query therefore returns no values.

4. Drag the Reservation Year object to the area of the subquery outlinebeneath the Service objects.Web Intelligence adds a WHERE condition on the Reservation Yearobject.

5. Set the Reservation Year condition operator to Equal To.6. Type ‘FY2003’ in the Type a constant box.7. Drag the Reservation Quarter object to the area of the subquery outline

beneath the Service objects.Web Intelligence adds the Reservation Quarter object to the WHEREcondition.



8. Set the Reservation Quarter condition operator to Equal To.9. Type ‘Q1’ in the Type a constant box.

10. Click Run Query to run the query.

Subquery parameters

A subquery or set of subqueries contains the following parameters:

DescriptionParameter

The object whose values are used tofilter the result objects.You can include more than one FilterObject. If you do, Web Intelligenceconcatenates the values of the objectsyou specify.

Filter Object(s)

The object that determines which FilterObject values the subquery returns.You can include more than one FilterBy object. If you do, Web Intelligenceconcatenates the values of the objectsyou specify.

Filter By Object(s)


Working with queries in Web Intelligence Rich Client9 Filtering data with subqueries


The operator that specifies the relation-ship between the Filter object and theFilter By object.Because of database restrictions youcannot use certain combinations ofoperators and Filter By objects togeth-er. For example, if you use the EqualTo operator with a Filter By object thatreturns multiple values, the databaserejects the SQL because this type ofsubquery requires the Filter By objectto return one value only.In cases where the generated SQL isrejected by the database, you see anerror message showing the error de-scription returned by the database

Operator

An additional condition that constrainsthe list of values of the Filter By object.You can use ordinary report objects,predefined conditions or existing queryfilters (including subqueries) in theWHERE condition.

WHERE condition (optional)

If there is more than one subquery,determines the relationship betweenthe subqueries.AND - the conditions in all of the sub-queries must be satisfied.OR - the conditions in any one of thesubqueries must be satisfied.

Relationship operator



Ranking data using database ranking

What is database ranking?

When you rank data you sort and filter it according to ranking criteria. WebIntelligence allows you to return unranked data from a database, then rankit in Web Intelligence. (For more information, see Ranking data on page 152.)

A database ranking allows you to specify a ranking at the query and databaselevel so that the data returned to Web Intelligence by the query is alreadyranked.

Database rankings allow you to answer questions like “Return the top 3customers based on the revenue they generated for each year” at the querylevel, without the need to return data that falls outside the ranking to WebIntelligence and then filter it using a Web Intelligence ranking.

Database ranking has the following advantages:

• Ranking data can be processing-intensive. By ranking at the databaselevel you allow the server, which is typically far more powerful than theclient machine, to perform this processing.

• Pre-ranking data reduces the amount of data retrieved across the networkand stored in Web Intelligence.

A database ranking works by modifying the SQL that Web Intelligencegenerates to retrieve the query data. If your database supports ranking, WebIntelligence generates SQL to rank the data. Web Intelligence uses theSQL-99 Rank function in ranking SQL. (SQL is the query language supportedby all relational databases (RDBMS), although each database has its ownsyntax.)

Note: You can perform a database ranking only if your database supportsit. If this is not the case, the Add a database ranking button is disabled onthe Query Panel toolbar. Databases that support ranking are Oracle, DB2,Terradata and Redbrick.


Working with queries in Web Intelligence Rich Client9 Ranking data using database ranking

Database ranking parameters

A database ranking appears as follows in the Query Filters pane of the QueryPanel:

The following table describes the parameters from left to right in the ranking:


Ranking order.• Top - ranks in descending order.• Bottom - ranks in ascending order.

Top/Bottom

The number of records to return in theranking. For example, the top 10.Number of records

The dimension used in the ranking. Forexample, if the dimension is Regionand the ranking is Top 10, the rankingreturns the top 10 regions.

Ranking dimension

The measure by which the ranking di-mension is ranked. For example, if themeasure is Revenue and the dimen-sion is Region, Web Intelligence ranksregions by the amount of revenue theygenerate

Based on

Dimension that specifies additionalcalculation context for the ranking. Forexample, if the ranking dimension isRegion, the measure is Revenue andthe For Each dimension is Country,Web Intelligence ranks regions by rev-enue within each country.

For Each (optional)


9Working with queries in Web Intelligence Rich ClientRanking data using database ranking


Additional restriction on the values re-turned in the ranking that appears be-low the other parameters. For example,a ranking of regions with a conditionthat restricts Country to “USA” ranksonly those regions in the USA.

WHERE condition (optional)

To create a database ranking

1. Add the objects that you want to appear in your query to the Result Objectspane of the Query Panel.

2. Select the dimension that you want to rank by.3. Click Add a database ranking on the toolbar.

The ranking outline appears in the Query Filter pane. The dimension youselected appears as the ranking dimension and the first measure in thequery appears as the ranking measure in the Based on box.

Note: The Add a database ranking button is disabled if your databasedoes not support ranking.

4. Select the ranking direction (Top or bottom.)5. Type the number of records you want the ranking to return in the box next

to Top/Bottom.You can specify a prompt instead of a constant by clicking on the arrownext to the number. When you select a prompt the user must enter theranking number when the query is run.

6. Drag the dimension that provides the calculation context for the measureto the For Each box.This dimension is optional. To display the For Each box, click the arrowto the right of the Based on measure.

7. Drag any dimensions that you want to include in the WHERE restrictionto the area at the bottom of the ranking. (For more information on theWHERE restriction, see the explanation in What is a subquery? onpage 113.)


Working with queries in Web Intelligence Rich Client9 Ranking data using database ranking

8. Click Run Query.

Example: Create a report that returns the top 10 employees based onsalary, and calculated by department.

See To create a report that returns the top 10 employees based on salary,and calculated by department on page 121.

To create a report that returns the top 10 employees based onsalary, and calculated by department

1. Drag the Department, Employee Name, and Salary objects to the ReportObjects pane within the Query Panel.

2. Select the Employee Name object.3. Click Add a database ranking on the toolbar.

Web Intelligence adds an outline database rank to the Query Filters pane.The ranking dimension is Employee Name and the ranking measure isSalary.

4. Set the ranking direction to Top.5. Set the ranking number to 10.6. Click the arrow next to the Based on measure if the For Each box is not

already visible.7. Set the For Each dimension to Department by dragging and dropping the

dimension.The ranking now looks like this:

8. Click Run Query.


9Working with queries in Web Intelligence Rich ClientRanking data using database ranking

Filtering data using prompts

What is a prompt?

A prompt is a special type of query filter. It is a dynamic filter that displays aquestion every time you refresh the data in a document. You answer promptsby either typing or selecting the value(s) you want to view before you refreshthe data. Web Intelligence retrieves only the values you specified from thedatabase and returns those values to the reports within the document.Prompts allow multiple users viewing a single document to specify a differentsub-set of the database information and display it in the same report tablesand charts. Prompts also reduce the time it takes for the data to be retrievedfrom the database.

A prompt contains the following elements:

• a filtered object• an operator• a message

For example, to prompt users to select a specific year, you define a prompton the [Year] dimension:Year Equal To ("Which year?°)

In this prompt, the filtered object is [Year], the operator is Equal To, and theprompt message is "Which year?".

You can define prompts on any dimension, measure, or detail object. Forexample, you can filter the [Year] dimension to return values for a specificyear, filter the [Sales Revenue] measure to return values for a range ofrevenue figures, or filter the [Year/week] detail to return values for a specificweek in a year.

You can create multiple prompts, related by the AND or OR operators, inthe same query. You can also nest prompts. When the user runs a query,Web Intelligence displays the prompts.

Prompts appear in the SQL generated by a Web Intelligence query as eitherthe value supplied in response to the prompt (when the SQL is read-only),


Working with queries in Web Intelligence Rich Client9 Filtering data using prompts

or as Web Intelligence prompt syntax (when the SQL is editable). Forexample, a prompt on [Country) can appear in the generated SQL asResort_Country.country = @prompt('Enter Country:','A','Resort\Country', Mono,Free,Persistent,,User:0)

or asResort_country.country In ('UK')

Merged prompts

When a document contains multiple data providers, any prompts that include(1) objects with the same data type, (2) operators of the same operator type,and that (3) use the same prompt text are merged.

When all the data providers are refreshed, a single prompt message appearsfor such prompts.

The List of Values displayed by the merged prompt is the list associated withthe object in the prompt that has the most display property constraints.

Cascading prompts

Some objects cause Web Intelligence to display a cascading prompt whenthey are included in a prompt definition. The universe designer defines thelists of values of these objects hierarchically in relation to other object listsof values in the universe.

Cascading prompts help the user to focus on the object values they want toinclude in the prompt without the need to search all possible object values.

Example: Choosing a store

In this example the universe designer has defined the [Store Name], [City]and [State] objects in a hierarchy. If you include a prompt [Store Name]Equal To <value>, Web Intelligence displays these objects in a hierarchyin the Prompts dialog box. In order to select the store, the user must firstselect the state in which the store city is found, then the city in which thestore is found, then the store itself. When the user selects the state, WebIntelligence restricts the values of City to the cities in the state; when the


9Working with queries in Web Intelligence Rich ClientFiltering data using prompts

user selects the city, Web Intelligence restricts the stores to the stores inthe city.

Hierarchical lists of values

If your universe contains hierararchical lists of values, these lists appear intree form. You navigate down through the tree to the items you want.

Whether a list of values appears as a cascading prompt or hierarchicallydepends on how the list is configured in the universe. See your administratorfor more information.


Equal To operator

Use the Equal to operator to obtain data equal to a value.


Not Equal To operator

Use the Not Equal To operator to obtain data not equal to a value.


Different From operator

Use the Different From operator to retrieve data different from a value.




Greater Than operator

Use the Greater Than operator to retrieve data greater than a value.


Greater Than Or Equal To operator

Use the Greater Than Or Equal To operator to retrieve data greater than orequal to a value.


Less Than operator

Use the Less Than operator to retrieve data lower than a value.


Less Than Or Equal To operator

Use the Less Than Or Equal To operator to retrieve data less than or equalto a value.


Between operator

Use the Between operator to retrieve data between and including two values.




Not Between operator

Use the Not Between operator to retrieve data outside the range of twovalues.


In List operator

Use the In List operator to retrieve data corresponding to values in a list ofvalues.


Not In List operator

Use the Not In List operator to retrieve data that does not correspond tomultiple values.


Matches Pattern operator

Use the Matches Pattern operator to retrieve data that includes a specificstring or part of a string.


Different From Pattern operator

Use the Different From Pattern operator to return data that doesn't includea specific string.




Both operator

Use the Both operator to retrieve data that corresponds to two values.


Except operator

Use the Except operator to retrieve data that corresponds to one value andexcludes another.




Related Topics• Not In List operator on page 225• Different From operator on page 224

To create a prompt

1. Make sure the Query Panel is open.2. From the Data tab, drag the object on which you want to apply a prompt

and drop it onto the Query Filters pane.



The query filter appears in outline in the Query Filters pane.

3. Click the arrow at the right of the Query Filter and select Prompt fromthe menu.

4. Type the prompt text in the text box.5. Click the icon next to the text box and use the dialog box that appears to

set the prompt properties.• If the prompt is for a date and you want users to see the popup

calendar in order to select the date(s) then do not select Prompt withList of Values

• If the document contains multiple data providers, and there is alreadya prompt that includes (1) objects with the same data type, (2)operators of the same operator type, and (3) that uses the same prompttext as the new prompt, Web Intelligence displays a warning to tellyou that the two prompts will be merged. This means that wheneverall the data providers are refreshed, a single prompt message willappear for the two prompts.

6. Click OK to confirm the prompt.7. To delete a prompt, right-click it and select Remove from the menu.

The prompt appears at each document refresh.

Related Topics• Defining how prompts display on page 228• Merged prompts on page 222

To remove a prompt

• Select the prompt and then click the Delete key.

Defining how prompts display

By default, prompts display a box and a list of values. You answer the promptby either typing the value(s) in the box or by selecting value(s) from the list.

You can modify how prompts display by checking one, some, or all of thefollowing options:



then...(useful when you...)If you want the promptto display...

leave the option selectedby default: Prompt withList of Values

want to view all the val-ues for the object andthen select from thosevalues

the list of values associat-ed with the filtered dimen-sion, measure, or detail,

select the option: Keeplast values selected

often reselect the samevalue(s) when you re-fresh the document, butwant the ability to selecta different value whennecessary, such as thename of the currentmonth

the value(s) specified thelast time the prompt wasanswered (users can se-lect a different value(s)),

select the option: Set de-fault value(s)

almost always reselectthe same value(s) whenyou refresh the docu-ment, but want the abilityto select a different valuewhen necessary, such asthe number for the cur-rent year

the value(s) you specifyas the default (users canselect a different val-ue(s)),

select the option: Selectonly from List

prevent users from typinga value that might not ex-ist on the database

a list of values from whichusers select a value(s),

Note: If the prompt is for a date and you want users to see the popupcalendar in order to select the date(s) then do not select Prompt with Listof Values

Combining prompts

Combining multiple prompts on a single query enables you to filter the datareturned to the document so that each person viewing the reports sees onlythe information relevant to their business need. For example, you cancombine the following three prompts on a Customer Accounts document:



• Which customer?• Which account?• Which calendar period: from? to?

This enables each accounts manager viewing the document to view reportvalues for a specific customer account during a specific period.

You combine prompts in the same way that you combine query filters.

Combining prompts with query filters

Combining prompts and filters on a single query enables you decide thevalues for some of the selected objects on the query using filters and allowusers to decide the values of other selected objects using prompts. Forexample, if you combine the following filters and prompts on a HR document:

• [Year] Equal to This Year• [Job title] Not equal to Senior Executive• Which employee?

Users viewing the document can choose which employee they viewinformation for, but they can only view data for the current year and theycan’t view data for senior executives.

To change the order of prompts

1. Click the Properties tab in the Query Panel.2. Select the prompt you want to move up or down in the prompt order in

the Prompt Order box, then press the Up or Down arrow next to the box.

Merging prompts

When a document contains multiple queries, Web Intelligence merges anyprompts that include objects with the same data type, operators of the sameoperator type, and that use the same prompt text. When all the queries arerefreshed, a single prompt message appears for such prompts.



Working with reports

10

Using alerters to highlight results

Creating, using and removing alerters

Alerters defined

Alerters enable you to highlight results that meet or fail specific businesstargets. You can create a simple alerter to highlight particularly high or lowresults with a specific color or with a text comment, such as “High Performer.”

An alerter can contain up to six conditions. This enables you to highlightinformation that meets multiple business criteria. For example, you can definean alerter that highlights high revenue for a specific business activity orcustomer sector.

You can apply alerters to table body cells (by column or row), to section cells,to header cells, and to free-standing cells. However, you cannot apply alertersto entire tables or forms, or to charts.

Business Objects officially supports up to 30 alerters in a Web Intelligencedocument. You can apply those alerters to a maximum of 20 table columnsor rows, free-standing cells, or section cells on the reports.

Business Objects officially supports up to 10 different alerters on a singletable column or row, free-standing cell, or section cell.

You can define alerters to activate the following formatting changes to theselected table columns/rows or cells:

• text color, size and style• cell border colors and style• cell background display – specific colors, images, or hyperlinks to web

pages

You can also define alerters that display a text or formula, an image, or ahyperlink. In this case, the results that meet the condition defined in thealerter will be replaced by the text for formula.

If you define an alerter with multiple conditions, each condition generatesthe same formatting changes. To generate different formatting changes fordifferent conditions, you must use sub-alerters.


Working with reports10 Using alerters to highlight results

Alerters are dynamic. This means that when you refresh reports with thelatest data on the database, the alerters highlight the new results accordingly.

If you apply an alerter to a table row or column with a break, the alerter isonly activated when the value that meets the condition in the alerter appearson the first row of that break.

Sub-alertersAn alerter can be made of multiple sub-alerters, each containing one ormultiple conditions. Sub-alerters allow you to apply different conditions anddifferent formatting to a single object.

You must use sub-alerters if you want different conditions to generate differentformats. If you define an alerter with multiple conditions, the alerter formatis applied to all of the conditions.

For example, in a single alerter defined for [Sales revenue], one sub-alertercan highlight high results in green and a second sub-alerter can highlightlow results in red. You can include a maximum of eight sub-alerters in analerter.

To launch the Alerter Editor and name a new alerter1. Click a table column, a table row, a section cell or a free-standing cell.2. Click Alerters on the toolbar to display the "Alerters" dialog box.3. Click New.4. In the Alerter name text box, type a name for the alerter.5. Type the alerter description in the Description text box.

To add alerter conditions1. In the "Alerter Editor", click + to the right of Format.

Note: You do not need to click + to add the first condition.

2. Define the condition by specifying the appropriate Filtered object or cell,Operator and Operand(s).

DescriptionOption

Use this option to define the alerter onwhichever cell contents are selectedon the report, independent of anyspecific object or variable.

Select Cell Contents.


10Working with reportsUsing alerters to highlight results

DescriptionOption

Use this option to define the alerter ona specific object or variable in thedocument.

Leave the current object nameselected, or click ..., then selectObjects and variables from thepopup menu, then select an ob-ject or variable from the list andclick OK.

If the cell(s) on which you want to create an alerter contains date ornumeric type data (for example, a date or a calculation) you need to selectan object or variable instead of Cell contents. This is because, WebIntelligence considers any value you type into the Operand(s) text boxas a character string.

3. To remove a condition, click - next to the condition.

To format alerters1. Click Format in the "Alerter Editor".

The "Alerter Display" dialog box appears.

2. Use the "Alerter Display" dialog box to specify the alerter format.3. Click OK to close the "Alerter Display" dialog box.

To add sub-alerters1. Click Add Sub-Alerter in the "Alerter Editor"2. Define the sub-alerter conditions.3. To remove a sub-alerter, click Remove Sub-Alerter.

To activate or deactivate an alerter1. Click the table column, table row, section cell or a free-standing cell to

which you want to apply the alerter.2. Click Alerters on the toolbar.3. Check (to activate) or uncheck (to deactivate) the checkbox next to the

alerter you want to activate or deactivate.

To remove alerters1. Click Alerters on the toolbar.

The "Alerters" dialog box appears.

2. Select the alerter you want to remove, then click Remove.



3. Click OK to close the Alerters dialog box.

To prioritize alerters1. Click the Alerters button on the report panel


2. To set the alerter priority for the entire document, click a blank area ofthe report page. To set the alerter priority for a select cell, column or row,select the cell, column or row.

3. Select the alerter you want to prioritize.4. Click Up to increase the alerter priority or Down to decrease the priority.

To duplicate alerters1. Click the Alerters button on the report panel


2. Select the alerter you want to duplicate, then click Duplicate.The duplicate alerter appears in the list with the name <Original alertername> (n). For example, if the original alerter is called Champions, thefirst duplicate is called Champions (1).

To edit alerters1. Click Alerters on the toolbar.


2. Select the alerter you want to edit and click Edit.3. Edit the alerter in the "Alerter Editor".

To select an object or variable1. Select the object or variable from the list.2. Click OK.

To select values from a list1. To search the list of values, type the string for which you want to search

in the search box beneath the list.2. Click the arrow to the right of the search box and select Normal (for a

non-case-sensitive search) or Match Case (case-sensitive).3. Select the value from the list.4. Click OK.



Using formulas to create advanced alerters

You can build advanced alerters using the Web Intelligence formula languagerather than using the Filtered object or cell, Operator and Operand choicesoffered by default.

You can create alerters that display text, formulas, or hyperlinks in the reportcells, where results meet the condition(s) defined in the alerter.

This enables you to display messages in cells, such as “UNPAID,” or todisplay formulas that change the results (for example, to display a text youspecify and the result of the object in the same cell), or to include links toother web pages that can be consulted easily whenever results meet thebusiness condition(s) set in the alerter.

Example: Highlighting three ranges of quarterly sales revenue resultscalculated as percentages of the average sales revenue

In this example, you build three alerters to color-code sales revenues,depending on their relationship to the average sales revenue. The tableincludes results for three years, and this is the average to which you wantto compare each sales revenue result calculated per quarter per productline.

Using the Formula option in the Alerter Editor, you build the following alerter,which contains three sub-alerters.

Each sub-alerter has a single condition. Web Intelligence combines thesub-alerters with the Or operator, as follows:

[Sales revenue] < ((Average([Sales revenue]) In Block) * 0.8)

Or=[Sales revenue] < ((Average([Sales revenue]) In Block) * 1.2)

Or=[Sales revenue] > ((Average([Sales revenue]) In Block) * 1.2)

The formula you specify for each sub-alerter is calculated as follows:• The first sub-alerter will be activated on sales revenue results that are

< 0.8 (this means, less than 80%) of the average.



• The second sub-alerter will be activated on sales revenue results thatare < 1.2 (this means, less than 120%) of the average.

• The third sub-alerter will be activated on sales revenue results that are> 1.2 (this means, greater than 120%) of the average.

You then use the formula pane in the Alerter Display dialog box, to specifythe conditional formatting you want displayed on the report cells. Here, youspecify an appropriate text string and format you want displayed, when theresults in a table cell meet the condition for one of the sub-alerters. Youspecify the following:

• Report cells containing sales revenue results that are less than 80% of theaverage revenue display the character string in red.

• Report cells containing sales revenue results that are less then 20% abovethe average revenue display in blue. Note that this alerter covers valuesalso covered by the first alerter. For example, if the average is 100, then 79is both > 80% below the average and < 20% above the average. In thiscase, the first alerter takes precedence.

• Report cells containing sales revenue results that are greater than 20%above the average revenue display in green.

This formatting enables you to see at a glance which product lines aregenerating above or below the total average sales revenue.

To create an alerter containing a formula

1. Click Alerters on the toolbar to display the "Alerters" dialog box.2. Click New.3. Type the alerter name in the Alerter name box.4. TYpe the alerter description in the Description box.5. Click Formula and type the formula in the formula box, or launch the

Formula Editor to build the formula by clicking the Formula button.6. Click Format and define the formatting associated with the formula result.7. Add sub-alerters as necessary.8. Click OK.



To use a formula to generate cell contents

1. To access the "Alerter Editor", click the Alerters button on the reportpanel toolbar, then on the "Alerters" dialog box, then either click Newor select the alerter you want to edit and click Edit.

2. Click Format.The Alerter Display dialog box appears.

3. To display text, type the text into the Display box, then click Validate.

Do not include quote marks before or after the text. For example, if youwant the alerter to display OVERDUE, then type: OVERDUE.

Web Intelligence inserts the “=” sign followed by quote marks before thetext string and inserts quote marks after the string.

4. To build a formula, click the Formula button, then use the "FormulaEditor" to build the formula.

5. To display a hyperlink, type the hyperlink into the Display box, then checkRead contents as and select Hyperlink from the list.

Merging dimensions from multiple dataproviders

Merged dimensions defined

You can include multiple data providers in a Web Intelligence document.You often need to synchronize the data returned by these data providers.You do this by incorporating common dimensions into a merged dimension.

Merged dimensions and data synchronization were introduced in WebIntelligence XI R2. They enormously increase the power and flexibility ofWeb Intelligence by allowing you to synthesise data from different sourcesin the same report, rather than simply including the data.

For example, if you have one database that contains detailed customerinformation and another database that contains sales data, you cansynchronize the two data sources around the customer.


Working with reports10 Merging dimensions from multiple data providers

When to merge dimensions

You merge dimensions when your report draws related data from differentdata providers. For example, you have a report showing revenue and salestargets. The report contains sections based on the year, and each sectionshows revenue and sales targets. If revenue and sales target data comesfrom two different data providers, Web Intelligence does not know that it isrelated. You tell Web Intelligence that the data is related by merging the twodata providers on the common dimension, year.

When you merge dimensions, Web Intelligence creates a new dimensionthat contains all the values from the original dimensions that make up themerged dimension. You use this dimension in reports as you use any otherreport object. You can add report objects from all the data providerssynchronized through the merged dimension in the same block as the mergeddimension.

Choosing which dimensions to merge

The only restriction that Web Intelligence imposes on merged dimensionsis that they must be of the same data type: for example, character data. Butit does not make sense to merge unrelated dimensions even when their datatypes are the same. For example, it does not make sense to merge adimension containing customer names with a dimension containing salesregions.

Merged dimensions often have the same name in both data sources, butthis is not obligatory. It can make sense to merge dimensions with differentnames if they contain related data.

To merge dimensions correctly you need to be aware of the semantics ofthe data (what the data refers to) in the different data sources. The dimensiondata types and names are an approximate guide only to dimensions’ suitabilityfor merging.


10Working with reportsMerging dimensions from multiple data providers

Merged dimension example

The following example with two data providers illustrates the effect of mergingdimensions:

Example: Merging City dimensions

Data Provider 1:

CityCountry

New YorkUS

Los AngelesUS

ParisFrance

ToulouseFrance

Data Provider 2:

RevenueCity

100000New York

75000Los Angeles

90000Paris

60000Toulouse

If you merge the City dimensions and display the Country, merged Citydimensions and Revenue measure in a table, Web Intelligence returns thefollowing result:

If the City dimensions are not merged, Web Intelligence displays thefollowing result:



RevenueCityCountry

325000New YorkUS

325000Los AngelesUS

325000ParisFrance

325000ToulouseFrance

Because there is no link between the two data providers through a mergeddimension, Web Intelligence is unable to relate the city revenues tocountries. As a result Web Intelligence displays the total revenue againsteach Country/City pair.

If the City dimensions are merged, Web Intelligence displays the followingresult:

RevenueCityCountry

100000New YorkUS

75000Los AngelesUS

90000ParisFrance

60000ToulouseFrance

Forcing merged calculations with the ForceMergefunction

By default, Web Intelligence does not account for merged dimensions incalculations if the merged dimensions do not explicitly appear in thecalculation context.



Example: Calculating revenue with ForceMerge

This example has two data providers as follows:

Data Provider 1:

CityCountry

New YorkUS

Los AngelesUS

ParisFrance

ToulouseFrance

Data Provider 2:

RevenueCity

100000New York

75000Los Angeles

90000Paris

60000Toulouse

If you merge the [City] dimensions, then create a table with [Country] and[Revenue], Web Intelligence displays the following result:

RevenueCountry

325000US

325000US

325000France



RevenueCountry

325000France

Because [City], the merged dimension, does not appear in the table, WebIntelligence does not take the merge into account when calculating revenue.Web Intelligence lists the total revenue in the second data provider againsteach country.

To display the correct result, replace [Revenue] in the second column withthe formula ForceMerge([Revenue]):

RevenueCity

175000US

175000US

150000France

150000France

Web Intelligence now takes the relationship between countries and citiesinto account when calculating revenue.

Note: If [Revenue] is a smart measure in the above example, ForceMerge([Revenue]) returns #MULTIVALUE. This is because the groupingset (Country) does not exist for the [Revenue] measure. ForceMerge([smart_measure]) always returns #MULTIVALUE, unless by chanceno aggregation is required to calculate the measure.

Creating, editing and deleting merged dimensions

To merge dimensions

1. Click Merge Dimensions on the toolbar.



The "Merge Dimensions" dialog box appears.

2. Select the dimensions you want to merge in the boxes at the top of thedialog box.When you select a dimension, all dimensions of different data types aredisabled because you cannot merge dimensions of different data types.

3. Click Values to view the values associated with the dimensions.4. Click Merge.

The "Create Merged Dimension" dialog box appears. You use thisdialog box to specify the properties of the merged dimension.

5. Select the dimension in the Source Dimension drop-down list.The source dimension provides the default name, description and numberformats for the merged dimension.

6. Type the merged dimension name in the Merged Dimension Name boxand the merged dimension description in the Description box.

7. Click OK.The merged dimension name appears in the "Merged Dimensions" boxand the dimensions that are part of the merged dimension appear in theboxes alongside it. Because an original dimension can be part of onemerged dimension only, it no longer appears in the box above that liststhe original dimensions in the query.

8. Click OK to close the "Merged Dimensions" dialog box.Web Intelligenceadds the merged dimensions to the list of mergeddimensions in the Data tab.

To define a merged dimensionYou define a merged dimension in the "Create Merged Dimension" dialogbox.

1. Type the merged dimension name in the Merged Dimension Name box.2. Type the merged dimension description in the Description box3. To use the name and description of one of the source dimensions in the

merged dimension, select the source dimension from the SourceDimension list.

4. Click OK.



To merge dimensions automatically

You can set Web Intelligence to merge dimensions automatically under thefollowing circumstances:

• The dimensions have the same name• The dimensions have the same data type• The dimensions are in the same universe1. Right-click outside any block or chart and click Document Properties

on the popup menu.2. Click Auto-merge dimensions.

To edit a merged dimension

1. In the Data tab, select the dimension in the Merged Dimensions folderand click the right mouse button.

2. Select Edit Merged Dimension from the menu.The "Merged Dimensions" dialog box appears.

3. Edit the merged dimension as described in To merge dimensions onpage 143

To delete a merged dimension

1. Select the dimension in the Merged Dimensions folder and click the rightmouse button.

2. Select Delete Merged Dimension from the menu.

Understanding the effects of merged dimensions

Data synchronization through merged dimensions adds enormous power toWeb Intelligence. Merged dimensions also have implications for the resultsthat Web Intelligence displays in certain situations. You need to understandthese implications to work effectively with merged dimensions andsynchronized data.



Synchronizing data providers with different aggregation levels

You can synchronize data providers with different aggregation levels. Thiscan have implications for the way in which Web Intelligence calculatesmeasures.

Example: Synchronizing data providers with different aggregation levels

In this example you have two data providers as follows:

RevenueYearCustomer

15002004Jones

20002005Jones

12002005Smith

Number of salesCustomer

12Jones

10Smith

If you merge the two data providers and the table properties AvoidDuplicate Rows Aggregation and Show Rows with Empty Dimensionsare unchecked, Web Intelligence returns the following:

Number of salesRevenueYearCustomer

1215002004Jones

1212002005Jones

1012002005Smith



Web Intelligence cannot determine the number of sales per year forcustomer Jones because the data provider that stores the number of salesdoes not break them down by year. Web Intelligence therefore reproducesthe total number of sales on each row.

Note: Although the Number of Sales values are duplicated, if you add astandard calculation to the bottom of the column (for example a Sum or Averagecalculation), the result is correct.

One way of adressing this issue is to add the dimensions to the seconddata provider that allow Web Intelligence to calculate to the appropriatelevel of data. If this is not possible, you must be aware of any situationswhere Web Intelligence cannot aggregate the data to the necessary levelof detail.

Detail objects and merged dimensions

Detail objects are associated with dimensions and provide additionalinformation about the dimension.

Web Intelligence XI R2 requires a one-to-one relationship betweendimensions and details (this means that a detail object can have one valueonly for each value of its associated dimension) and does not take detailobjects into account when synchronizing data. The following exampleillustrates why this is necessary.

Previous versions of Web Intelligence, as well as Desktop Intelligence andBusinessObjects, allow a one-to-many relationship between dimensions anddetails. If you migrate a report created using any of these products and thedetail object contains multiple values, Web Intelligence places the#MULTIVALUE error in the detail cell.

Example: Synchronizing data providers with detail objects

In this example you have two data providers as follows, and [Address] is adetail object related to [Customer].


10000LondonJohn




15000LiverpoolPaul

AgeCustomer

25John

28Paul

If you create a merged Customer dimension to synchronize the dataproviders, and Address can have more than one value for each customer,the result is ambiguous because there is no common value around whichWebIntelligence can synchronize the data.

For example, Paul might also have an address in London, which meansthat there is no unique ‘Paul’ row with which WebIntelligence cansynchronize Paul’s age:

AgeAddressCustomer

LondonJohn

ParisPaul

LondonPaul

25John

28Paul

If the relationship between Customer and Address is one-to-one,WebIntelligence can ignore Address in the synchronization. This removesthe ambiguity:



AgeAddressCustomer

25John

28Paul

Filtering merged dimensions

Merging dimensions has implications for the way in which Web Intelligenceapplies filters.

Note: You cannot apply a filter a on merged dimension. You apply filters onthe dimensions that make up the merged dimension.

Report filters and merged dimensions

When you apply a report filter to a dimension that is part of a mergeddimension, Web Intelligence applies the filter to all data providers that aresynchronized through the merged dimension.

Example: Filtering a merged dimension

In this example you have a report with the following data providers, whichare merged on the Country dimension

RevenueResortCountry

835,420French RivieraFrance

971,444Bahamas BeachUS

1,479,660Hawaiian ClubUS




46France

56US

If you apply the filter Country=”US” to the first block, Web Intelligence alsofilters the second block to give the following result:


56US

If the Country dimensions are not merged the second block is unaffectedby the filter.

Section filters and merged dimensionsWhen a dimension that is part of a merged dimension is set as a sectionheader, any filter applied to the section also applies to blocks fromsynchronized data providers within the section. If Country is set as the sectionheader in the example Filtering a merged dimension on page 149 and thefilter Country=”US” is applied to the section, Web Intelligence filters bothblocks in the section—(Resort, Revenue) and (Country, Number ofGuests)—so that only those rows appear where the country dimension isequal to “US”, even though Country in the second block comes from asynchronized data provider.

Block filters and merged dimensionsWhen you apply a block filter to a dimension that is part of a mergeddimension, Web Intelligence applies the filter to the block. Web Intelligencedoes not apply the filter to other data providers synchronized through themerged dimension.



Drilling on merged dimensions

When you merge dimensions, the new merged dimension belongs to thehierarchies of all dimensions involved in the merge.

Extending the values returned by merged dimensions

Merged dimensions are a new concept in Web Intelligence XI R2.Synchronizing data providers already exists in DesktopIntelligence/BusinessObjects but it does not involve the creation of a newmerged dimension. BusinessObjects reports use the original dimensionsthat make up a merged dimension in Web Intelligence.

You can use these original dimensions in a Web Intelligence report. Whenyou place them in the report, Web Intelligence returns by default only thosedimension values that have corresponding values in the data providerssynchronized through the merge. You need to be aware of this when migratingreports from Desktop Intelligence and BusinessObjects becauseBusinessObjects/Desktop Intelligence behaves differently.

Example: Web Intelligence and Desktop Intelligence/BusinessObjectsbehavior when dimensions are merged

You have a report with the following data providers:


470Germany


499Japan

If you include the Country of Origin dimension from Data Provider 1 andthe Revenue measure from Data Provider 2 in the same block, WebIntelligence returns the following result:




Germany

The same block in Desktop Intelligence/BusinessObjects returns thefollowing result:


Germany

499Japan

The block is different in Desktop Intelligence/BusinessObjects becauseBusinessObjects extends the values of the Country of Origin dimensionthrough the values returned by the Revenue measure.

To extend dimension values1. Right-click your report outside any blocks or charts and select Document

Properties on the shortcut menu.The Document Properties pane appears on the right side of the report.

2. Check the Extend merged dimension values option.

Ranking data inWeb Intelligence reports

Ranking data

Ranking allows you to isolate the top and bottom records in a set based ona variety of criteria. For example, if you have a block showing countries andassociated revenues, ranking allows you to rank the data in the block to showthe top 3 countries only, based on the revenue they generate.

Ranking allows you to answer business questions such as:

• Which 3 regions generate the most revenue?


Working with reports10 Ranking data in Web Intelligence reports

• Which are the bottom 10% of stores in terms of revenue generation?• What is the group of the best-performing stores that generates a combined

revenue of up tot $10,000,000?

Web Intelligence allows you to rank data in many ways to answer these kindsof business questions. You can:

• rank the top and/or bottom n records by dimension (for example Country)based on the sum of a related measure (for example Revenue)

• rank the top and/or bottom n% of the total number of records by dimensionbased on the value of a related measure as a percentage of the totalvalue of the measure

• rank the top and/or bottom n records by dimension based on thecumulative sum of a related measure

• rank the top and/or bottom n records by dimension based on the valueof a related measure as a cumulative percentage of the total value of themeasure

Rankings and sorts

Web Intelligence sorts data as part of applying a ranking. For example, ifyou rank the top 3 stores by revenue, Web Intelligence sorts the stores indescending order by revenue generated.

The sorts that Web Intelligence applies in rankings take precendence oversorts that you have previously applied to your data. For example, if you havepreviously sorted the list of stores in alphabetical order, Web Intelligenceoverrides this sort when applying the ranking.

Tied rankings

Web Intelligence assigns equal ranking values to tied rankings and pushesback the ranking values of the rows after the tie. This means that a bottomn ranking can return more than n records.

Example: Top and bottom tied rankings

The following table shows a tied ranking. The Top 3 ranking column showshow Web Intelligence ranks these records in a top 3 ranking; the Bottom 3


10Working with reportsRanking data in Web Intelligence reports

Ranking column shows how Web Intelligence ranks these records in abottom 3 ranking.

Bottom 3 Rank-ingTop 3 RankingMeasureDimension

1410A

2320B

3130C

3130D

In each case Web Intelligence includes records up to and including rank3. This results in the following for a top 3 ranking:

MeasureDimension

30D

30C

20B

It results in the following for a bottom 3 ranking:

MeasureDimension

10A

20B

30C

30D



Ranking parameters


When the calculation mode is Count,the ranking returns the top/bottom nrecords based on the measure speci-fied in the Based on parameter. Forexample, the top 3 countries by rev-enue generated, the bottom 3year/quarter combinations by revenuegenerated.When the calculation mode is Percent-age, the ranking returns the top/bottomn% of the total number of recordsbased on the measure specified in theBased on parameter. For example, ifthere are 100 records and you rank thetop 10%, the ranking returns the top 10records.When the calculation mode is Cumula-tive Sum, the ranking returns thetop/bottom records for which the cumu-lative sum of the measure specified inBased on does not exceed n.When the calculation mode is Cumula-tive Percentage, the ranking returnsthe top/bottom records for which thecumulative sum of the measure speci-fied in Based on does not exceed n%of the total of the measure.

Top/bottom




When the calculation mode is Count -the number of records to retrieve basedon the measure.When the calculation mode is Percent-age - the percentage of records to re-trieve based on the measure.When the calculation mode is Cumula-tive Sum - the cumulative sum that themeasure must not pass.When the calculation mode is Cumula-tive Percentage - the cumulative sumof the measure, represented as a per-centage of the total, that the measuremust not pass.

n/n%

The measure on which the ranking isbased.Based on

The ranking dimension. If you specifya ranking dimension, Web Intelligenceuses the aggregated values of theBased on measure, calculated for thedimension, to determine the ranking. Ifyou do not specify this dimension, WebIntelligence uses the values of theBased on measure calculated for alldimensions in the block. (In otherwords, Web Intelligence returns thetop/bottom X rows in the block basedon the measure.)

Ranked By

The type of calculation used to createthe ranking. See the description of theTop/Bottom and n/n% parameters atthe top of this this table for more infor-mation.

Calculation mode



Example of a ranking dimension

A table contains the following data:

RevenueQuarterYear

100Q12006

200Q22006

300Q32006

500Q42006

400Q12007

700Q22007

300Q32007

600Q42007

200Q12008

200Q22008

400Q32008

500Q42008

Total for Q1: 700

Total for Q2: 1100

Total for Q3: 1000

Total Q4: 1600

If you rank the top 2 of each Quarter based on Revenue, Web Intelligencefilters out all the rows for Q1 and Q3 because Q4 and Q2 have the highestaggregate revenues.



Ranking and data order

You cannot rank on an object whose values depend on the data order. Thisis because the ranking changes the data order, which in turn changes theobject data, which then requires Web Intelligence to recalculate the ranking.The result is a circular dependency between the ranking and the object thatWeb Intelligence cannot resolve.

If you create a rank on a measure whose values depend on the data order,for example a measure that that uses the Previous function or any of therunning aggregate functions such as RunningSum, Web Intelligence displaysthe #RANK error message in all cells in the block.

Ranking workflows

There are two ways of ranking data in Web Intelligence. You can:

• create a ranking by using the Web Intelligence interface• use the Rank function to return a ranking value

When you rank the data in a block by using the Web Intelligence interface,you tell Web Intelligence to sort and filter the data in the block according tothe rank. For example, if you rank the top 3 countries in a block by revenue,Web Intelligence sorts the countries in descending order by revenue, thenfilters the block to remove all countries other than the 3 with the highestrevenue.

Note: When you create a ranking using the interface, Web Intelligence usesthe Rank function behind the scenes to assign ranking values.

To create a ranking

1. Select the block that you want to rank.2. Click Rank.

The "Create Rank" dialog box appears

3. Click Top and select the number of records if you want to rank the highestrecords in the block.



4. Click Bottom and select the number of records if you want to rank thelowest records in the block .

5. Select the measure on which the ranking is based in the Based on list.6. Click Ranked By and select the dimension on which the ranking is based

if you want to rank by a particular dimension rather than by all dimensionsin the block.

7. Select the rank calculation mode in the Calculation mode list.8. Click OK.

Ranking examples

In the following examples, you have a dimension, Region, and a measure,Revenue, which give the following values:

% of Total RevenueRevenueRegion

7%1000000South East

13%2000000South West

20%3000000North East

24%4000000North West

33%5000000Central

Example: Rank the top 3 regions by revenue generated

1000000

ValueParameter

TopTop/Bottom

3n/n%



ValueParameter

Region (or unspecified because regionis the only dimension in the block andtherefore the default ranking dimen-sion)

For Each

RevenueBased on

CountCalculation mode

This ranking gives the following result:

RevenueRegion

5000000Central

4000000North West

3000000North East

To calculate this ranking, Web Intelligence:

• sorts the records in descending order• displays the top 3 records

Example: Rank the bottom 40% of regions by revenue

To perform this ranking you set the following parameters

ValueParameter

BottomTop/Bottom

40%n/n%

RegionFor Each



ValueParameter

RevenueBased on

PercentageCalculation mode


RevenueRegion

1000000South East

2000000South West

To calculate this ranking, Web Intelligence:

• sorts the records in ascending order• works through the records until 40% of the total number of records are

displayed

Example: Rank the top regions whose cumulative revenue is less than orequal to 10,000,000

To perform this ranking you set the following parameters:

ValueParameter

TopTop/Bottom

10000000n/n%

RegionFor Each

RevenueBased on

Cumulative sumCalculation mode




RevenueRegion

5000000Central

4000000North West

To calculate this ranking, Web Intelligence:• sorts the records in descending order• works through the records until it reaches the record that causes the

the cumulative total of the measure to pass 10,000,000• includes those records that do not cause the cumulative total to pass

10,000,000

Example: Rank the bottom regions whose cumulative revenue is less thanor equal to 30% of the total revenue

To perform this ranking you set the following parameters:

ValueParameter

BottomTop/Bottom

30%n/n%

RegionFor Each

RevenueBased on

Cumulative percentageCalculation mode


RevenueRegion

1000000South East



RevenueRegion

2000000South West

To calculate this ranking, Web Intelligence:• sorts the records in ascending order• works through the records until it reaches the record that causes the

cumulative total of the measure, expressed as a percentage of the overalltotal of the measure, to exceed 30%

• displays those records that do not cause the cumulative percentage topass 30%

Tracking changes in data

Tracking changes in your data

To make informed and effective business intelligence decisions, you needto understand how the data on which you base those decisions changesover time. Web Intelligence allows you to track and display data changes tohelp you focus your analysis on key areas and avoid wasting time exploringirrelevant data.

When you track data changes, you select a particular data refresh as areference point. This data is known as the reference data. When you displaythe data changes, Web Intelligence places your current data in context byshowing how it relates to the reference data.

Here are some examples of the usefulness of data tracking:

• If an outlet no longer appears in a list of the top outlets by sales, WebIntelligence displays the outlet as deleted from the list. You can use thisinformation to investigate why the outlet is no longer a top performer.

• If sales have decreased in a region, data tracking displays the decrease.You can then drill down into the data for the region to understand whyrevenue is falling.


10Working with reportsTracking changes in data

In both these cases, data tracking makes the current data more meaningfulby placing it in context with old data. Without this context it is much moredifficult to identify trends.

Types of data change

Web Intelligence allows you to track the following types of data change:

• added data• removed data• modified data• increased data• decreased data

You configure the display of these changes through the Web Intelligenceinterface or the Web Intelligence formula language. The formula languageprovides advanced users with additional power and flexibility in displayingand formatting changed data.

Data tracking modes

Automatic data tracking mode

In automatic data tracking mode, Web Intelligence always compares thecurrent data with the data before the last refresh. To do this, Web Intelligencesets the current data as the reference data just before each refresh. Thereference data is always one refresh behind the current data.

Automatic data tracking is appropriate for scheduled documents when youwant to compare the current data with the data before the last refresh.

Manual data tracking mode

In manual data tracking mode, you select the reference data. Web Intelligencecontinues to use this data as a reference point until you update the referencepoint.


Working with reports10 Tracking changes in data

To activate data tracking

1. Click Track on the main toolbar to display the "Activate Data Tracking"dialog box.

2. Select options in the dialog box.

DescriptionOption

The current data becomes the reference data aftereach data refresh. The report always shows thedifference between the most recent data and thedata before the last refresh.

Auto-update the refer-ence data with eachdata refresh

The current data becomes the fixed referencedata and remains the reference data after furtherdata refreshes. The report always shows the dif-ference between the most recent data and thisfixed reference data.

Use the current data asreference data

3. Click "Refresh Now" to refresh the data when the dialog box closes.4. Click OK

To change the reference data

1. Click Data Tracking Options to the left of Drill on the main toolbar, orclick the Auto-update/Fixed Data hyperlink in the status bar to displaythe "Data Tracking Options" dialog box.

2. Select the Reference Data tab.3. Select options.

DescriptionOption

The current data becomes the reference data aftereach data refresh. The report always shows thedifference between the most recent data and thedata before the last refresh.

Auto-update the refer-ence data with eachdata refresh



DescriptionOption

The data you select becomes the fixed referencedata and remains the reference data after furtherdata refreshes. The report always shows the differ-ence between the most recent data and this fixedreference data.

Use fixed referencedata from

Displaying changed data

To display or hide changed data

• Click Hide Changes/Show Changes (the button tooltip text variesdepending on whether changed data is currently visible) to the right ofTrack on the main menu.

Configuring the appearance of changed data

You can configure the appearance (font style, size and color) of changeddata in your document. You can seperately configure the appearance of thefollowing changes:

• Inserted, deleted and changed dimension and detail values• Increased or decreased measure values

Measure values can also adopt the formatting of inserted or deleteddimension values. For example, if a dimension value disappears from a listof values in a block, and the block also shows a measure value for thedimension, both the dimension and measure values appear as deleted data.

Your Business Objects administrator defines the default appearance ofchanged data in the Central Management Server. When you configure theappearance of changed data in Web Intelligence, you override the CMSdefaults.

To configure the appearance of changed data1. Click Data Tracking Options to the left of Drill on the main toolbar to

display the "Data Tracking Options" dialog box.2. Select the Format tab.



3. Select each type of changed data you wish to display and click "Format"to specify how you want the changes to appear.

How changed data is displayed in blocks

Example: Changed data in a simple block

This example uses a document with a block showing [Country], [Year] and[Revenue]. The original data was as follows:

RevenueYearCountry

10002003France

20002004France

10002002Japan

12002002Poland

After a refresh, the data is as follows:

RevenueYearCountry

30002004France

9002003Japan

8002002Poland

9002004UK

When data tracking is activated and data changes displayed, the blockappears as follows:



FormattingRevenueYearCountry

[deleted data format-ting on all cells]10002003France

[increased data format-ting on Revenue cell]30002004France

[deleted data format-ting on all cells]10002002Japan

[inserted data format-ting on all cells]9002003Japan

[decreased data format-ting on Revenue cell]8002002Poland

[inserted data format-ting on all cells]9002004UK

• The rows showing revenue for France in 2003 and Japan in 2002 representdata that no longers exist after the refresh.

• The revenue for France in 2004 has increased.• The revenue for Poland in 2002 has decreased.• The rows showing revenue for Japan in 2003 and the UK in 2004 appeared

after the refresh.

How changed data is displayed in reports with mergeddimensions

Web Intelligence displays a dimension as changed only if all the dimensionsthat participate in the merge are changed.



Example: Changed data and merged dimensions

In this example, Country is a merged dimension containing the Countrydimensions from two data providers. Before data refresh, the data is asfollows:

Sales (DP2)Country (DP2)Revenue (DP1)Country (DP1)

5000US10000US

4000France

3000UK5000UK

1000Germany1000Germany

After a data refresh, the data becomes:

Sales (DP2)Country (DP2)Revenue (DP1)Country (DP1)

4000US10000US

3000France4000France

4000UK6000UK

2000Poland

When displayed in a block with the merged Country dimension and datachanges displayed, the data appears as follows:

FormattingSalesRevenueCountry

[decreased data format-ting on Sales cell]400010000US



FormattingSalesRevenueCountry

[inserted data format-ting on Revenue cell]30004000France

[increased data format-ting on Revenue andSales cells]

40006000UK

[deleted data format-ting on all cells]10001000Germany

[inserted data format-ting on Country andRevenue cells]

2000Poland

In the France row, France does not appear as inserted because a Francerow was not inserted in both data providers. Revenue appears as insertedbecause it is a new measure value after the data refresh.

In the Poland row, Poland appears as inserted because it is a newdimension value after the data refresh.

How changed data is displayed in sections

Example: Changed data in a report with sections

In this example you have a document with a block showing [Country], [Year]and [Revenue]. The original data was as follows:

RevenueYearCountry

10002003France

20002004France

10002002Japan



RevenueYearCountry

12002002Poland

2003US

2004US

After a refresh, the data is as follows:

RevenueYearCountry

30002004France

9002003Japan

8002002Poland

9002004UK

If you create a section on [Country] and display data changes, the reportappears as follows:

France [no formatting]

FormattingRevenueYear

[deleted data formatting on allcells]10002003

[increased data formatting onRevenue cell]30002004

Japan [no formatting]




[deleted data formattingon all cells]10002002

[inserted data formattingon all cells]9002003

Poland [no formatting]


[decreased data format-ting on Revenue cell]8002002

UK [inserted data formatting]


[inserted data formattingon all cells]9002004

Web Intelligence displays the data in the section header in either of two ways,depending on the changes in the data in the section:

• If all the rows in the block in the section have changed in the same way,the section header is displayed with the same formatting as the rows.

• If the rows have changed in different ways, or only some rows havechanged, the section header retains its default format.

How changed data is displayed in blocks with breaks

When a block contains a break and the Center value across break blockproperty is set, Web Intelligence displays the centered value according rulessimilar to those for section headers.



• If all the rows in the break have changed in the same way, the centeredvalue is displayed with the same formatting as the rows.

• If the rows have changed in different ways, or only some rows havechanged, the centered value retains the default formatting.

How changed data is displayed in charts

When the data in a chart has changed, Web Intelligence displays a changeddata icon above the chart. When you click the icon, Web Intelligence changesthe chart to a table to allow you to see the details of the changes.

Data tracking limitations

If the data provider behind a document is changed, or if the document datais cleared, Web Intelligence no longer displays changed data. If the dataprovider is changed, the current version of the document is no longercompatible with the reference version. If the data is cleared, the old data nolonger exists for comparison.

As a result, the following actions are incompatible with data tracking:

• Drill out of scope• Query drill• Deleting a query• Any modification (including modifications to security rights) that changes

the SQL generated by a data provider• Purging the document

When you perform any of these actions, Web Intelligence clears the datahistory of the document. It does so because these actions are incompatiblewith the display of changed data. For example, if you modify a query, thedata in the document changes because of the modification. Any comparisonbetween this data and old data generated from a different query is misleading.

Data tracking and drill

When you use query drill or drill out of scope, Web Intelligence clears thedata history because these actions change the data provider. This shouldnot affect you because, when you start to drill, you have already identified



the data that requires further analysis. Data tracking has served its purposeand you can now continue with your data analysis.

Using theWeb Intelligence formula language to trackchanged data

When you use the Web Intelligence interface to configure the display ofchanged data (as described in @@@), Web Intelligence builds specialbehind-the-scenes alerters to display the changes. These special alertersdo not appear in the list of standard alerters.

The Web Intelligence formula language allows you to build your own customalerters for formatting data changes. You can also use the formula languageto include special calculations based on data changes. For example, youcan include a calculation to show the difference between the previous valueand the current value of a measure.

The RefValue function

The Web Intelligence formula language provides access to changed datathrought the RefValue function. This function gives the value of the referencedata for a measure. If there is no reference data, the function returns null.

For example, if the [Revenue] measure currently has the value 1000, andits reference value is 900, the formula RefValue([Revenue]) returns 900.

The RefValueDate function

The RefValueDate function returns the date of the reference data used fordata tracking.

Building formulas using the RefValue function

You can use the RefValue function to build formulas that give informationabout the current data in relation to the reference data.



Example: Finding the difference between the reference value and thecurrent value

The following formula returns the difference between the reference valueand the current value of the [Revenue] measure:

=If(Not(IsNull([Revenue])) Or Not (IsNull(RefValue([Revenue]))); [Revenue]-RefValue([Revenue]))

The following table shows data before a data refresh:

RevenueCustomer

2000Johnson

3000Smith

3500Wilson

After refresh, the data changes as follows:

RevenueCustomer

3000Johnson

2500Smith

Placed in a third column, the formula returns the following figures:

DifferenceRevenueCustomer

10003000Johnson

-5002500Smith

3500Wilson



Changed data and the calculation context

When data tracking is activated, Web Intelligence displays data as changedonly when the calculation context remains the same.

For example, if a measure value changes because you change the calculationcontext of a block, the new value is not flagged as changed.

Example: Changing the calculation context

In this example you have a block showing [City], [Customer] and [Revenue]as follows:

RevenueCustomerCity

1000SmithSan Francisco

2000JonesSan Francisco

3000WilsonLos Angeles

4000HarrisLos Angeles

If you remove [Customer] from the block, Web Intelligence aggregatesrevenue by city:

CustomerCity

3000San Francisco

7000Los Angeles

Web Intelligence does not display the revenues as increased because theamount of revenue has not changed. Only the calculation context haschanged - revenues are now aggregated by city only, giving higher figures.



If, after a data refresh, Jones’ revenue falls to 1000 and Wilson’s revenuerises to 4000, the data appears as follows:

CustomerCity

2000San Francisco

8000Los Angeles

Web Intelligence now displays the data as changed because, independentlyof the change of calculation context, the total revenue for San Franciscohas decreased and the total revenue for Los Angeles has increased.

Using sections, breaks and sorts

Using sections to group data

Grouping information with sections

Sections allow you to split report information into smaller, morecomprehensible parts.

Example: Grouping quarterly revenue results into sections on a report

You are the regional sales manager in Texas. You receive a report showing2003 annual revenue for stores in your region, broken down by cities andquarters.

Sales revenueQuarterCity

314430Q1Austin

273608Q2Austin


10Working with reportsUsing sections, breaks and sorts

Sales revenueQuarterCity

294798Q3Austin

252644Q4Austin

215874Q1Dallas

194689Q2Dallas

204066Q3Dallas

188791Q4Dallas

572177Q1Houston

619924Q2Houston

533765Q3Houston

520332Q4Houston

To make a comparison of the results for each city per quarter, you set[Quarter] as a section value. The report is broken up into four separatesections by quarter.

Q1

Sales revenueCity

314430Austin

215874Dallas

572177Houston

Q2


Working with reports10 Using sections, breaks and sorts

Sales revenueCity

273608Austin

194689Dallas

619924Houston

Q3

Sales revenueCity

294798Austin

204066Dallas

533765Houston

Q4

Sales revenueCity

252644Austin

188791Dallas

520332Houston

You can create a single section or include multiple sections with subsectionsin a report. You can also remove and reposition sections within a report.

You can create a section from one of two sources:

• on a dimension already displayed on a table or chart• on a dimension included in the document but not displayed on a table or

chart

You cannot create a section with a measure object.



Sections in Structure View

The following illustration shows a report with sections in Structure View.When you view a report in Structure View, each section is clearly indicatedby a section divider.It is easier to format sections when you work in StructureView.

Creating and removing sections and subsections

To create a section by moving a cell from a table1. Verify you are viewing the report in Report View.2. Select the header cell on the table that displays the name of the

dimension, or select a body cell on the table that displays a value for thedimension.For example, if you want a section for each state, either select the headercell labelled “State” or select one of the cells that displays the name of astate.

3. Drag the selected cell above the table and drop it onto the reportbackground.A section is created for each value of the selected dimension.



To create a section by adding a dimension from the Data tab1. Click the Data tab.2. Select a dimension object and, then drag the dimension over to an empty

area of the report.3. Position and drop the dimension where you want the section cell to appear.

If the report includes tables or charts, then drop the section cell abovethe tables and charts that you want to be included in the section.• If you are in Results View, a cell containing one value for each unique

value for the added object appears above the table or crosstab. Thedata in the table or crosstab is automatically sorted according to thecell value.

• If you are in Structure View, a cell is added above the table or crosstab.

4. If you are in Structure View, click View Results to see the results.Web Intelligence applies the section to the report and displays the results.

Creating subsectionsYou can create a report with multiple sections. You create multiple sectionsin the same way you create a section:

• by moving a cell from a table and dropping the cell below an existingsection cell

• by selecting a dimension object listed on the Data tab (in the Java ReportPanel) , and then dragging and dropping the dimension below an existingsection cell.

Related Topics• To create a section by moving a cell from a table on page 180• To create a section by adding a dimension from the Data tab on page 181

To remove a section cell or section1. To delete a section, click the beginning or end divider of the section, then

press the Delete key.2. To delete a section cell, right-click the cell, then select Remove from the

menu.

Section properties

You can set the following properties for a section:



• name the section• specify your criteria for when you consider a section to be “empty”. (For

example, you may consider a section of no interest for your analysiswhenever a specific table or chart within that section is empty. In thiscase you can choose to specify that the section is to be considered“empty.” )

• hide or show sections that you consider empty• include links to sections in the report map so you can jump from

section-to-section when navigating the report

To select the section display properties1. Make sure you are in Report View.2. Click View Structure.

In Structure View you can see the start and end divider of each sectionon the report. This makes it easy for you to select a specific section andthen choose the properties you want to apply to the selected section.

3. Right-click the section divider.The Properties tab shows the properties relevant to sections

4. Set the section properties.

then...If you want to...

type a name for the section in theGeneral > Name property.

Name of the section with a differentname from the name of the dimen-sion selected for the section,

Check the components in the drop-down list next to the Display > Hidesection when empty property.

Specify the component(s) of the sec-tion that will qualify the entire sectionas an “empty section,” if there is nodata on the database for that compo-nent(s),

check Show when empty. (To hideempty sections, uncheck this option.)

Show the section when there is nodata on the database for this section,

5. Click the View Results button to view the properties applied to the resultson the report.Web Intelligence applies the properties to the section and displays theresults on the report.



To set the page layout for a section

1. To set the cell position, right-click the section cell then click Edit Formaton the menu, then set the Position > Left edge and Position > Topedge properties on the Properties tab.

2. To control the section page breaks, select the section divider, then setthe Page Layout > Position > Start section on new page and Avoidpage break in section properties in the Properties tab.

3. To repeat the section cell on each new page, select the section cell, thenselect the Page Layout > Repeat on every new page property in theProperties tab.

Using breaks

Breaks defined

A break is a division within a block in which data is grouped according to aselected dimension, detail, or measure into self contained sections. Thesesections are represented as smaller tables within the same block of data.

You use breaks to display all the data for each unique value of an object inseparate parts.

Using breaks has two main advantages:

• You can more efficiently organize how your data is represented.• You can display subtotals.

Breaks compared to sections

A section breaks up the data into multiple free-standing cells called sectionheaders. Each section header contains one value for a dimension, with ablock of data that corresponds to the dimension value.

A break divides the data up within one block. One column contains the valuesfor a dimension, detail, or measure, which are repeated for each other rowof values in the block.



Default sort order in breaks

When you insert a break on an object, the values for the object areautomatically sorted in ascending order as follows:

• If the values are numeric, the lowest value appears in the first row of thetable, the highest in the last row.

• If the values are alphabetical characters, then the values are sorted inalphabetical order from top to bottom.

You can change this sort order at any time.

You can set multiple breaks and set a sort priority on each break, so thatyou control how the data is displayed when you insert multiple breaks acrossseveral dimensions details, or measures.

To insert a break

1. Click a table cell in the column or row where you want to insert a break.2. Click Insert/Remove Break on the Reporting toolbar.

Web Intelligence divides the table up into as many mini tables as thereare unique values for the selected cell. Web Intelligence inserts a footerat the end of each break.

To prioritize breaks

A table can contain multiple breaks that you can prioritize. For example, youcan decide to break on [Year] then on [Quarter], or on [Quarter] then on[Year].

1. Right-click the table that contains multiple breaks and select Edit Format.The Properties tab shows the properties relevant to a table.

2. Click the ... button next to the Breaks > Break priority property to displaythe "Breaks" dilaog box

3. Click Vertical breaks or Horizontal breaks to display the type of breakyou want to prioritize.

• If the selected table is a vertical table, then all the breaks are appliedto columns. These are called Vertical breaks.



• If the selected table is a horizontal table, then all the breaks are appliedto rows. These are called Horizontal breaks.

• If the selected table is a crosstab, then breaks can be applied to rowsor to columns. You can choose the priority for the Horizontal breaksand for the Vertical breaks.

4. Select the break whose priority you want to change and click the Up/Downbuttons to promote/demote the break in the list of breaks.

To define display properties for a break

When you first insert a break on data, certain display options are applied bydefault. You can edit these settings and set options for the following:• Display properties – how the results display on the break• Page layout properties – how the breaks display on the report page

DescriptionProperty

A header is displayed for each part ofthe table, crosstab, or form when youinsert a break.

Show break header

A footer is added after the last row fora table or column for a crosstab whenyou insert a break. When you apply acalculation to the data, the result isshown in the footer.

Show break footer

Removes all duplicate values from thedata in a table or crosstab when youinsert a break. Each value is onlyshown once.

Remove duplicates

Active when Remove Duplicates isselected. It merges empty cells andcenters the value name over themerged cells.

Center values across break



DescriptionProperty

Displays each part of the tablecrosstab, or form created by a breakon a new page.

Start on a new page

Where possible, keeps each breaksection on the same page. This optionis not taken into account when a blockis larger than one page.

Avoid page breaks in blocks

Repeats the header at the top of thetable on every new page when a tablegoes over onto a new page.

Repeat header

Repeats the footer at the bottom of thetable on every new page when a tablegoes over onto a new page.

Repeat footer

Repeats the current value on each newpage.Repeat break value on a new page

1. Right-click a cell in the column/row on which you have defined a breakand select Edit Format on the menu.The Properties tab appears, displaying a property group called Breakswhich contains the break properties.

2. Set the break properties in the Breaks property group.

To remove a break

•



Example:

Using sorts to organize data

Sorting the results displayed on reports

You can apply sorts to the values displayed in tables and sections to organizethe order in which values are displayed in a report.

The following sort orders are available:

DescriptionSort order

This is sometimes referred to as the”natural” order. Depending on the typeof data in the column or row, the resultsare sorted as follows:• ascending numeric order for numer-

ic data• ascending chronological order for

date• Chronological order for months• alphabetical order for alphanumeric

data

Default

When selected, results are arrangedin ascending order: The smallest valueat the top of the column moving to thehighest value at the bottom.For example: 100, 200, 300 or Califor-nia, Colorado, Florida.

Ascending



DescriptionSort order

When selected, results are arrangedin descending order: The highest valueat the top of the column moving to thesmallest value at the bottom.For example: 300, 200, 100 or Florida,Colorado, California.

Descending

You define your own sort order.Custom (available in the Java ReportPanel)

To apply an ascending or descending sort

1. Select the section cell or table cells you want to sort.2. Click the down arrow next to the Apply/Remove Sort button on the Report

toolbar and then, select Ascending or Descending from the drop-downlist.

3. Repeat the previous step to apply multiple sorts.

To apply a custom sort

1. Select the section cell or table cells you want to sort.2. Click the down arrow next to the Apply/Remove Sort button on the Report

toolbar then select Custom... from the drop-down list.3. Select a value in the list of sorted values and click the Up and Down

buttons to promote/demote it in the sort order.4. To add an additional temporary value to the list of sorted values, type the

value in the Temporary Values box, then click >> to add it to the sortlist.

To prioritize multiple sorts

1. Right-click the table and select Edit Format to display the Propertiestab.



2. Click the ... button next to the Sorts > Sort priority property to displaythe "Sorts" dialog box.

3. Click Vertical sorts to display the vertical sorts or Horizontal sorts todisplay the horizontal sorts.

4. Select the sort whose priority you want to change and click the Up/Downbuttons to promote/demote it in the list of sorts.

Calculations, formulas and variables

Calculations, formulas and variables

You can add calculations, formulas and variables (named formulas) to yourWeb Intelligence reports. This section explains the workflows. For informationon the calculation power that calculations, formulas and variables add toyour reports, see the Using Functions, Formulas and Calculations in WebIntelligence guide.

Working with standard calculations

To insert a standard calculation in a table or crosstab

You can insert standard calculations in tables or crosstabs to make quickcalculations on table data. For more information on the standard calculationsavailable in Web Intelligence, see the Web Intelligence Formulas, Functionsand Calculations Guide

You can insert multiple calculations in a table or crosstab. When you applytwo calculations to a table or crosstab, a footer is added for each calculationresult. You insert multiple calculations in a table or crosstab in the same waythat you insert one calculation, but you repeat the procedure for as manycalculations as you want to insert.

1. Click a cell that contains data in the table.2. Click the arrow at the right of the Insert Calculation button and select

the calculation you want to insert.3. Click the button again to insert the calculation.


10Working with reportsCalculations, formulas and variables

The Insert Calculation button displays a mathematical symbol for thecurrently-selected calculation. This symbol changes depending on thedefault or the last calculation selected for insertion. For example, if thecalculation is Sum, the button displays the Σ symbol.

Note: If you insert a percentage calculation, the results of the percentageare displayed in an additional column or row of the table.

4. To insert other calculations, click the down arrow next to the Sum iconand select the calculation from the drop-down list.

A new row is added at the bottom of the table. The aggregated valueappears in the new row cell.

To remove a standard calculation

1. Right-click the table or crosstab that contains the calculation.• If you are in Result View this is the calculated value• If you are Structure View, this is the cell that contains the aggregate

formula

2. Depending on the table type, select Remove Row or Remove Columnfrom the shortcut menu.

Working with formulas

The Formula toolbar

You display the Formula toolbar by clicking the Show/Hide Formula Toolbarbutton. Now, when you select a cell, its formula appears in the Formulatoolbar.

The Formula toolbar has the following buttons, from left to right:

DescriptionButton

Opens the Formula Editor which allowsyou to build a formula using a graphicalinterface

Open Formula Editor


Working with reports10 Calculations, formulas and variables

DescriptionButton

Allows you to save a formula as a vari-ableCreate variable

Clears all changes made to the formulasince the last save or validationClear changes

Verifies the formula syntax and re-places the current formulaValidate formula

To enter a formula directly into the Formula toolbar without using the VariableEditor, you can type the formula or drag report objects to the formula toolbar.

To enter a formula in the Formula toolbar by typing the formula1. Click Show/Hide Formula Toolbar to display the Formula toolbar.2. In the Formula toolbar, type the formula.

For example, to calculate the average revenue generated per item sold,type: =[Sales Revenue]/[Quantity Sold].Web Intelligence gives you suggestions for completing the component ofthe formula you are typing. To select a Web Intelligence suggestion, pressthe down arrow button to highlight it, then press Return, or select thesuggestion with your cursor.

3. To select a Web Intelligence suggestion, press the down arrow button tohighlight it, then press Return.

To enter a formula in the Formula toolbar by using drag and drop• Drag reports objects onto the Formula toolbar.

When you release an object, it appears in the Formula toolbar at thecursor position as if you had typed it directly.

To build a formula using the Formula Editor1. Click the Formula Editor button on the Formula toolbar to display the

Formula Editor.2. Select the cell on the report where you want to include the formula.3. On the Data, Functions and Operators tabs, double-click the report

objects, functions and operators you want to include in the formula, ortype the formula directly.


10Working with reportsCalculations, formulas and variables

For example, to create the formula =Average([Revenue]), double-clickthe Average() function, then double-click the Revenue object.When you double-click a function to include it in a formula, WebIntelligence places the cursor between the function parentheses.

Working with variables

To create a variable using the Create Variable dialog box

1. Display the Formula toolbar.2. Type your formula in the Formula toolbar or select a cell containing a

formula.3. Click Create Variable on the Formula toolbar

The "Create Variable" dialog box appears.

4. Type the variable name in the Name box.5. Select the variable type by selecting Dimension, Measure or Detail.6. If you select Detail, an "Associated Dimension" box appears. Click ...

next to the box to open the "Objects and Variables" dialog box andselect the dimension you want to associate with the detail.

7. Click OK.The variable appears in the list of report variables in the Data tab.

To create a variable using the Variable Editor

1. Click Show/Hide Variable Editor on the report panel toolbar.2. Type your formula in the Formula pane or use the functions and operators

on the Functions and Operators tab to build the formula.3. Type the variable name in the Name box.4. Select the variable type by selecting Dimension, Measure or Detail.5. If you select Detail, an Associated Dimension box appears. Click ...

next to the box to open the Objects and Variables dialog box and selectthe dimension you want to associate with the detail.

6. Click OK.The variable appears in the list of report variables in the Data tab.


Working with reports10 Calculations, formulas and variables

To edit a variable

1. Select the variable in the list of report variables.2. Click the right mouse button and click Edit Variable on the shortcut menu.

The Variable Editor appears.

3. Edit the variable.4. Click OK to save the new variable definition.

To delete a variable

1. Select the variable in the list of report variables.2. Click the right mouse button and click Delete Variable on the shortcut

menu.

Filtering reports

Report filters defined

You can filter reports to limit the results that are displayed to specificinformation that interests you. For example, you can limit the displayed resultsto information for a specific customer or a sales period. The data you filterout remains within the Web Intelligence document; it is simply not displayedin the report tables or charts. This means you can change or remove reportfilters in order to view the hidden values, without modifying the query definitionbehind the document.

You can apply different filters to different parts of a report. For example, youcan limit the results in the entire report to a specific product line and thenlimit results in a table or chart further to focus on results for a specific regionor customer profile.

To create a report filter, you need to specify three elements:• a filtered object• an operator• a value(s)


10Working with reportsFiltering reports

You can include multiple filters in a report.

Query filters and report filters compared

You can apply filters at two levels within a document:

• query filters – these filters are defined on the query; they limit the dataretrieved from the data source and returned to the Web Intelligencedocument

• report filters – these filters limit the values displayed on reports, tables,charts, sections within the document, but they don’t modify the data thatis retrieved from the data source; they simply hide values at the reportlevel

Report filter operators

Equal To operator










Working with reports10 Filtering reports







Less Than operator






Between operator








In List operator






Is Null operator

Use the Is Null operator to retrieve data for which there are no values in thedatabase.

For example, to retrieve customers without children (the children column inthe database has no value), create the filter [Children] Is Null.

Is Not Null operator

Use the Is Not Null operator to return data for which there is a value in thedatabase.



For example, to return customers with children, create the filter [Children] Isnot Null.

Creating, editing and deleting report filters

To create a report filter using the Quick Filter option

1. Click the report tab of the report you want to filter.2. If you want to filter a block (that is, a table, chart, or form), then click the

top edge of the block to select it. If you want to filter a section, and notjust the section cell, click View Structure and then select either the startsection or end section divider.

3. Click the Add Quick Filter button on the Report toolbar.The List of Values dialog box appears. The values for the selected sectionor block are listed.

4. Select the value(s) you want to display in the section or block.5. Click OK.

The selected section or block only displays values that correspond to thevalue you selected.

To create a report filter using the Filter Editor

1. Click the report tab of the report you want to filter.2. On the Report toolbar, click the Show/Hide Filter Pane button to display

the Report Filters pane.3. Select the part of the report you want to filter.

The Report Filters pane displays the name of the selected part of thereport. For example, if you select a table, the Report Filter pane displaysthe name of the selected table.

4. In the Data tab, select the object you want to filter.5. Drag the selected object onto the Report Filters pane.

The Filter Editor appears. The name of the object you selected is displayedbelow Filtered Object.

6. Select the operator.



7. Select Constant or Value(s) from list.When you define filters on measures or variables, you cannot selectvalue(s) from the list of values; you need to type a constant(s).

8. If you selected Constant, type the value(s), you want to retrieve, in theConstant box. If you selected Value(s), select the value(s), you want toretrieve, from the displayed List of Values and add them to the ValuesSelected box, by clicking the >> button.

9. Click OK to confirm the filter definition.The selected report, section, or table, chart, or form displays only thevalues you specified in the custom filter.

To combine multiple filters on a report

1. Create each filter.By default Web Intelligence combines all the filters with the AND operator.

2. Double-click the AND operator to toggle between AND or OR.

Related Topics• To create a report filter using the Quick Filter option on page 197• To create a report filter using the Filter Editor on page 197

To view the filters on a report

1. Click on the area of the report for which you want to see filters. (To viewfilters defined on the entire report, click outside any table, chart or section.)

2. Click the Map tab, then click Filters.Web Intelligence displays the filters on the area of the report you clicked.

To edit a report filter

1. Click the Show/Hide Filter Pane button on the Report toolbar to displaythe Report Filters pane.

2. Click the area of the report for which you edit the filters.The filters on the selected area display in the Report Filters pane.

3. Double-click the filter you want to edit.



The Filter Editor appears. The name of the filtered object is listed underFiltered Object.

4. Edit the filter using the Filter Editor.

To delete a report filter

1. Click the Show/Hide Filter Pane button on the Report toolbar to displaythe Report Filters pane.

2. Click the area of the report from which you want to remove the filters.The filters on the selected area display in the Report Filters pane.

3. Select the filter you want to delete and press Delete.

Drilling on report data

What is drill?

You use drill to analyze the results displayed in reports. Drilling on reportslets you look deeper into your data to discover the details behind a good orbad summary result displayed in tables, charts, or sections.

Example: Why did sales of accessories, outwear, and overcoats rise inQ3?

You work for a US national fashion retail chain, and are in charge of salesof accessories, outerwear and overcoat clothing lines in western states.You see that revenue is much higher for Q3 than the other quarters.


10Working with reportsDrilling on report data

To understand why, you drill down to look at the factors behind the result.


Working with reports10 Drilling on report data

You see that jewelry sales escalated in July (month #7).

Scope of analysis

The scope of analysis for a query is extra data that you can retrieve from thedatabase to give more details on the results returned by each of the objectsin a query. This extra data does not appear in the initial result report, but itremains available in the data cube, so you can pull this data in to the reportto allow you to access more detail at any time. This process of refining thedata to lower levels of detail is called drilling down on an object.

In the universe, the scope of analysis corresponds to the hierarchical levelsbelow the object selected for a query. For example, a scope of analysis ofone level down for the object Year, would include the object Quarter, whichappears immediately under Year.

You can set this level when you build a query. It allows objects lower downthe hierarchy to be included in the query, without them appearing in theResults Objects pane. The hierarchies in a universe allow you to chooseyour scope of analysis, and correspondingly the level of drill available.

In the Java Report Panel and in Web Intelligence Rich Client, you can alsocreate a custom scope of analysis by selecting specific dimensions for theScope of Analysis pane.

Note: You cannot set the scope of analysis when working in query drill modebecause this drill mode causes Web Intelligence to modify the scopedynamically in response to drill actions.

Levels of scope of analysisYou can set the following levels for scope of analysis:

DescriptionLevel

Only the objects that appear in theResults Objects pane are included inthe query.

None



DescriptionLevel

For each object in the Results pane,one, two, or three objects lower downthe hierarchy tree are included in thequery. The data from these objects isstored in the cube until you add themto the document.

• One level down• Two levels down• Three levels down

All objects added manually to theScope of Analysis panel are includedin the query.

Custom

Note: This option is available in theJava Report Panel and in Web Intelli-gence Rich Client only.

Including a scope of analysis in a document increases the document sizesignificantly. This is because the data necessary for the scope you specifyis saved with the document, even though it is not visible in the reports unlessyou start drill mode and drill down to the data to display the correspondingvalues.

In order to minimize the size of documents and optimize performance, werecommend that you only include a scope of analysis in documents whereyou are certain that users will need to drill.

We suggest the following method because it will be easier for you to set thescope of analysis seeing the hierarchy of the classes and objects.

To set the scope of analysis

1. Verify that you are in Query View.2. Click the Show/Hide Scope of Analysis Pane button so that it appears

pressed in.The Scope of Analysis panel appears at the bottom of the ResultObjects pane. The default scope of analysis is None. Each dimensionin the Result Objects pane appears in the Scope of Analysis pane

3. Click the down arrow in the Scope of Analysis drop-down list box4. Select a level for the scope of analysis.



The level appears in the list box and the dimensions that are hierarchicallybelow each dimension in the Result Objects pane appear in the Scopeof Analysis pane.

5. If you want to add selected dimensions to the scope of analysis or createa custom scope of analysis, select dimensions in the Query Manager anddrag them across to the Scope of Analysis panel.

Drill paths and hierarchies

When you analyze data in drill mode, you move along a drill path. Thesepaths are based on the dimension hierarchies set by the designer of theuniverse. Universe designers organize objects in classes in a hierarchy withthe most summary objects at the top and the most detailed at the bottom.So if you want to make a high-level report, you know that your query shouldinclude objects at the top of the list. If you want to see more detailedinformation, you can then switch to Drill mode and drill down on eachdimension value displayed in the reports.

For example, if the data from [Quarter] did not sufficiently explain a result,you could drill down to [Month] or [Week], depending on how the universedesigner set up the hierarchy. When you drill to a different level, measures,such as a [Revenue] or [Margin], are recalculated accordingly.

Drill paths usually follow the same hierarchy order as the classes on auniverse. For example, a class called Time typically includes the [Year]dimension at the top of the class, followed by the [Quarter], [Month], and[Week] dimensions. The hierarchies for drill within the Time hierarchy typicallyfollow the same order, because users want to drill annual results to analyzedetails for quarter, month, and so on. However, the universe designer canalso define custom hierarchies.

Note: A dimension can belong to several hierarchies. When you drill a resulton a dimension that belongs to more than one hierarchy, Web Intelligenceprompts you to select the drill path.

To view drill hierarchies1. Open a document in Edit mode.2. Verify you are in Query View.3. Click the Data tab.4. Click the Hierarchies radio button.



To switch to drill mode

To start drilling on a report you either switch to Drill mode or, if the report issaved in Drill mode, drill directly.

1. With a document open, verify you are in Report View.2. Select the report you want to drill.

The Drill button appears in the Web Intelligence toolbar.

3. Click the Drill button.

Note: When you open a document that was saved in Drill mode, thedocument opens in Drill mode if you have the right to drill on documents.If not, it opens in Results view..

By default, a drill icon appears on the tab of the drillable report. Dependingon the drill options you selected on the Web Intelligence DocumentPreferences page in InfoView, Web Intelligence either makes the selectedreport drillable or creates a duplicate of the selected report, in drill mode.(For more information, see Start drill session on a duplicate report optionon page 67.)

Retrieving more levels of data to the report

When you are drilling a Web Intelligence report, you may want to drill up ordown to a dimension that lies outside the scope of analysis defined for thedocument. To return the additional data, Web Intelligence must run a newquery that includes the additional dimension(s) you specify. This is calledextending the scope of analysis.

You can extend the scope of analysis during your drill sessions only if yoursecurity profile allows you to do so. Your security profile is controlled by yourBusinessObjects Enterprise administrator.

If your Drill options are not set to display the Extend the Scope of Analysisprompt message during drill, you will not be given the option to select filtersif you drill beyond the data already available in the document. In this case,Web Intelligence immediately runs a new query and returns data for all thevalues on the dimensions you are drilling.



To drill out of the scope of analysis

1. Hold your mouse cursor over a dimension value that is at the end of thescope of analysis.A ToolTip informs you that a new query is necessary to return theadditional data to the document.

2. Drill on the dimension.

If your Drill options are set for Web Intelligence to prompt you when adrill action requires a new query, the Extend the Scope of Analysis dialogbox appears.

The dialog box lists the dimensions in the hierarchy above and below thedrilled value. The dimensions already included in the document arechecked. The dialog box also displays the filters that you can select tofilter the new query.

3. Select the check boxes next to the dimensions you want to drill.4. Select the check boxes next to the filters you want to use to filter the

query.5. Click OK.

Web Intelligence runs a new query and returns the additional data to thedocument and the results for the dimension you drilled to appear on thetable.

To choose a drill path when more than one isavailable

A dimension can belong to multiple hierarchies. When you drill down on sucha dimension value, Web Intelligence does not know which drill path to follow.You must define the drill path.

Note: If the dimension value you choose to drill on is the result of a previousdrill, the drill path is already known. Therefore you do not need to select adrill path.

1. Drill on the dimension.The "Select Drill Path" dialog box appears. The dialog box lists thedimensions in the hierarchy above and below the drilled value. A check



box appears next to each dimensions below the current dimension youare drilling, so that you can select which of these dimensions you wantto retrieve from the database, in order to continue your drill action. Thedialog box also displays the filters that you can select to filter the newquery.

2. Select the path you want to drill.3. Click OK.

Drilling on dimensions in tables and sections

Dimensions typically represent character-type data, such as customer orbusiness names, and dates. Web Intelligence makes calculations based onthe dimensions in a report. For example, if you create a report that calculatesa region’s total sales revenue for a given year, Web Intelligence calculatesthe [Sales revenue] measure based on the two dimensions: [State] and[Year].

When you drill on a dimension to see the more data behind the displayedresult, the sales revenue is calculated according to the values to which youdrill. If you drill on [Year] in the above example, Web Intelligence calculatesand displays sales revenue by state and quarter, because [Quarter] is thenext dimension in the time hierarchy below [Year].

Note: You cannot drill on detail objects.

Drilling down

You drill down to see the lower-level data that makes up the summary resultsdisplayed on reports. This helps explain why high or low results occurred.

Example: Using drill analysis to find out why sales decreased dramaticallyin 2003

In this example, you receive a report that shows sales revenue results forthe accessories line at the eFashion retail store. The following crosstabshows that the Accessories line decreased in 2003.



To analyze more precisely when the decrease occurred, you drill down onthe cell value 2003, to view the detailed data for each quarter.

When you drill down on the cell value 2003, a filter appears in the Drilltoolbar to show that the quarterly values you have drilled to are filtered forthe year 2003. The drilled chart clearly shows that the problem arose in Q4of 2003.

To find out which of the of the categories within the Accessories line wasresponsible for the drop in revenue, you drill down again on the cell valueAccessories.

The drilled crosstab shows which categories were responsible for lowrevenue in Q4.

Note: If you try to drill to a dimension that is already displayed in anothercolumn or row of the same table, Web Intelligence automatically displays thenext available dimension in the drill path.



To drill down on a dimension value in a table or section cell1. Verify you are in Drill mode2. On a table or section cell, place your pointer over the dimension value

on which you want to drill.A ToolTip appears, showing the next dimension in the drill path. If thedrilled report includes dimensions from multiple data providers, the ToolTipdisplays the name of the query and the dimension for the value.

3. Click the value.The drilled table or section displays data one dimension level down. TheDrill toolbar, at the top of the report, displays the values from which youdrilled. These values filter the values displayed on the drilled table.

Drilling up

You drill up on a dimension value to see how the more detailed dataaggregates to a higher-level result. For example, you may have drilled downon Year to examine data for each quarter. If you want to see how this dataaggregates to yearly results, you can drill up.

When you drill up on a dimension value, you move along the drill path fromlower- to higher-level data. For example, you may have drilled down on [Year]to [Quarter]. If you drill up on [Quarter], you return to [Year].

You can only drill up on a dimension value if you have previously drilled downto that dimension, or you have defined the appropriate drill path in the scopeof analysis.

To drill up on a dimension value1. Verify you are in Drill mode.2. On a table or section cell, right-click the dimension value on which you

want to drill up, then on the shortcut menu click Drill up , or click the DrillUp icon next to the dimension value you want to drill up.If the table is a crosstab without headers that display the names of thedimensions on the table, then the Drill Up icon appears next to each valuefrom which you can drill up.The report now displays data one dimension level up. The filters thatfiltered the value you drilled up from, are removed from the Drill toolbar.



Drilling by

When you drill down or up, you move through a hierarchy one dimension ata time. However, you can get another view of the data by slicing it in adifferent way, and then look at the data in other hierarchies. To do this, youdrill by the other dimensions that interest you.

Note: You can only Drill by to a dimension that is included in the scope ofanalysis of the document.

Example: Drilling by the Products hierarchy to slice sales revenue resultsby product

You work as regional manager for California in a retail clothing store, andhave been sent the following report that shows quarterly sales revenue bystate:

You are only interested in analyzing the results in the state of California.In addition, you want to analyze the sales revenue broken down by eachproduct line you sell. To drill on California data, you place your pointer onthe table cell that says California.

If you drilled down now, however, you would drill to results for each citywithin California, because [City] is the dimension below [State]. Instead,you select Drill by from the drill menu and then you navigate through thedimensions on the Products hierarchy by selecting the sub-menus until youreach the [Lines] dimension.



The drilled report displays the detailed sales revenue results for eachproduct line sold in California.

To drill by a dimension value1. Verify you are in Drill mode.2. On a table or section cell, right-click the dimension value you want to drill

by.A shortcut menu appears, displaying the available drill paths.



3. Place your pointer on Drill by, then on the class to which you want todrill.

4. Click the dimension to which you want to drill.The report now displays data for the dimension to which you drilled.

Drilling on measures in tables and sections

When you drill on a measure value, Web Intelligence performs the drill actionone level down for each related dimension in the block and displays the newmeasure calculation for the displayed dimensions.

Example: Drill on annual sales revenue results to see the breakdown bycity and quarter

For example, you drill down on the year 2003 sales revenue value forCalifornia, which is displayed on a crosstab that shows sales revenue byyear in by state.

The drilled report displays sales revenue by quarter by city for California –the state on which you drilled.

To drill down on a measure value

1. Verify you are in Drill mode.2. Place your pointer over the measure value on which you want to drill.

A ToolTip appears, displaying the next dimension(s) in each related drillpath

3. Click the measure value.Your report now displays data one dimension level down. The tableheaders display the names of the dimensions you drilled to and the drillup arrow, which indicates you can drill back up to the summary results ifwished. The Drill toolbar displays the values that filter the results displayedon the drilled table or section.



To drill up on a measure value

1. Verify you are in Drill mode.2. Right-click the measure value on which you want to drill up, then click the

Drill up option on the shortcut menu, or click the Drill Up icon next to themeasure value you want to analyze.The drilled table now displays data one dimension level up.

Synchronizing drill acrossmultiple tables and charts

A Web Intelligence report can contain several tables or charts. The genericterm used to refer to tables and charts in this guide is a block. There are twoways to drill on a report with multiple blocks:

• drill simultaneously on each block in the report the contains the drilleddimension

• drill on only the current block of data

You set how Web Intelligence performs drill on reports with the Synchronizedrill on report blocks option on page 67.

If you set Web Intelligence to synchronize drilling across a report, you drillon each block in the report containing that drilled dimension. The nextdimension in the drill path replaces the previous dimension in all blocks ofthe report.

If you set Web Intelligence not to synchronize drilling on all blocks in a report,the next dimension in the drill path replaces the previous dimension only inthe current block of the report.

Drilling on charts

Drilling down, up, or by on a chart, provides you with a graphical explanationfor why summary results are particularly high or low.

You can drill on:

• dimensions – by drilling on chart axes• dimensions – by drilling on the chart legend



• measures – by drilling on the data bars or markers in the body of the chart

You cannot Drill by dimensions on chart axes. However, you can Drill bydimensions on chart legends. For more information, see Drilling on axislegends on page 216.

Drilling on dimensions via chart axes

On 2D charts, you can drill on dimensions via the X-Axis. On 3D charts, youcan drill on dimensions via the X-Axis and the Z-Axis. Charts can containone or multiple dimensions on a single axis. When an axis contains multipledimensions, each possible combination of the dimension values appear onthe axis (this is sometimes referred to as a cartesian product).

In the 2D bar chart illustrated below, the X-axis includes the [Year] and[Quarter] dimensions. Each bar on the chart shows the values for onecombination of year and quarter; for example, 2001/Q1, 2001/Q2, and soon.

When you drill on an axis value with multiple dimensions, the drilled resultsare filtered by both dimensions. For example, in the chart illustrated above,if you drill down on 2001/Q1 to the next level of data for [Month], the resultsdisplayed on the drilled chart are those for the months in Q1 of 2001.

To drill on a chart axis1. Verify you are in Drill mode.2. Place your pointer over the dimension value on which you want to drill.



3. If you want to drill down on the dimension value, click the value. If youwant to drill up on the dimension value, right-click the value then selectDrill Up. If you want to drill down on the dimension value, right-click thevalue then select Drill Down. If you want to drill by the dimension value,right-click the value then select Drill By

Note: Drill by is not available if the axis has multiple dimensions.

Drilling on measures in charts

You can drill on the measures displayed on the following types of chart:

• bar charts – by drilling on the bars• line and radar line charts – by drilling on the data markers• pie chart – by drilling on the segments

When you drill on measures, Web Intelligence performs the drill action oneach dimension displayed on the chart axes. The new measure calculationsdisplayed on the bars or data markers on the drilled chart, correspond to thelower- or higher-level dimensions to which you drilled. The chart axis labelsdisplay the names of the drilled dimensions.

Example: Analyze detailed information for the sales revenue measure ona chart

For example, this 3D bar chart displays values for the [State] dimension onthe X-Axis and displays values for the [Lines] dimension on the Z-Axis. Thismeans that the chart bars display values for sales revenue per state perline.



As the example below shows, when you drill down on the bar for “CityTrousers” in “California” you also drill down from [State] to [City] on theX-Axis and from [Lines] to [Category] on the Y-Axis.

The drilled chart displays sales revenue per city per category for the “CityTrousers” clothing line.

To drill on a measure in a chart1. Verify you are in Drill mode.2. Place your pointer on the measure value on which you want to drill.

On charts, each measure is represented by a bar (on bar charts) or by adata marker (on a line charts and radar line charts).

3. If you want to drill down on the measure value, click the bar or datamarker. If you want to drill up on the measure value, right-click the bar ordata marker, and then click Drill up.

Limitations when drilling measures on chartsWhen you drill on charts that are not bar charts, Web Intelligence may performthe drill action only on certain dimensions instead of performing the drill actionon all of the dimensions on the chart axes. When you drill on measures inthe following chart types, Web Intelligence only performs the drill action onthe values in the axis legend:

• area charts – 2D, 3D, and stacked



• radar and scatter charts – all types

Note: You cannot drill on measures in 3D surface charts.

Drilling on axis legends

You can drill on charts via the chart legend whenever the legend lists thedimensions displayed on the chart. When the chart legend lists the measuresdisplayed on the chart, drilling on the legend is not possible.

Drilling on a legend is useful, if you are working with a pie chart, becausethe axis labels, which display the names of the dimensions represented byeach pie segment, are not often displayed.

Note: You can only Drill by on a chart legend, if there is a single dimensionon the axis.

To drill on an axis legend1. Verify you are in Drill mode.2. Place your pointer over the value on which you want to drill.3. To drill down the dimension value, click the color associated with the

value. To drill up the dimension value, right-click the color associated withthe value, then click Drill up ; or click the Drill Up icon. To drill by thedimension value, right-click the color associated with the value, then clickDrill by .

Using filters when you drill

When you drill on a dimension or measure value in a table or chart, WebIntelligence filters the drilled results by the dimension or measure you drilledon. The filter is applied to all of the results displayed on the drilled report.

Filters appear as list boxes in the Drill toolbar. Each list box contains thevalues associated with that filter. You select the data displayed in a table orchart by choosing the appropriate values from the list boxes.



Example: Filtering drilled reports by different US states

For example, if you drill down on a table cell displaying “California,” to viewresults for cities in California, Web Intelligence filters the values in the entirereport for California and only displays results for California in the report.

By changing the value of each filter, you can then see data for other valueson the drilled dimension. For example, you can select Colorado in the filteron State.

Note: If the drilled report includes dimensions from multiple data providers, aToolTip appears when you rest your cursor on the value displayed on the filter.The ToolTip displays the name of the query and the dimension for the value.

To change a filter value on the Drill toolbar

1. Verify you are in Drill mode.2. In the Drill toolbar, click the drop-down arrow relating to the dimension

you want to filter.3. Click the value you want.

To add or remove a drill filter

1. Verify you are in Drill mode.2. Drag the dimension containing the values around which you want to filter

your report and drop it onto the Drill toolbar.A list box for the new filter appears on the Drill toolbar. You can select avalue from the list of values to filter the results displayed on the drilledtable, chart, or report.

3. To remove a drill filter, drag the dimension away from the Drill toolbar.

Saving reports with drill filters

When you save a document with reports in drill mode, Web Intelligencemaintains any filters that have been generated during drill. When you opena document saved in drill mode, Web Intelligence displays the Drill toolbaron the drilled reports showing the filters generated during the last drill session.



Note: Documents saved in drill mode take longer to open than documentssaved in results mode.

Refreshing data in a drilled report with prompts

Some Web Intelligence reports contain prompts. When you refresh thedocument, the prompt(s) require(s) you to specify the value(s) you want toretrieve from the database and return to the report(s) in the document. Forexample, a prompt can require you to specify a year, for which you want toretrieve data. This drilled report shows values for Year 2003 – the yearselected for the prompt.

If the drilled report is filtered for Year 2003, and you then refresh the documentand select year 2002 to answer the prompt, Web Intelligence retrieves resultsfor 2002 instead of 2003. The drilled report then displays values for 2002.

Drilling with query drill

Query drill defined

You can set Web Intelligence to drill in query drill mode, which behavesdifferently from the standard drill mode described so far in this chapter. Whenyou activate query drill, Web Intelligence drills by modifying the underlyingquery (adding and removing dimensions and query filters) in addition toapplying drill filters.

Example: Drilling down from month to week

n this example, Month is the lowest dimension currently available in thequery from a time hierarchy, and Week is the dimension immediately belowit in the hierarchy.

If you drill down on Month = January, three things happen:

• Web Intelligence adds Week to the query scope of analysis.• Web Intelligence adds a query filter to restrict Month to January.• Web Intelligence adds a drill filter to restrict Month to January.

If you drill up from Week to Month, the process is reversed:



• Web Intelligence removes Week from the query scope of analysis.• Web Intelligence removes the query filter.• Web Intelligence removes the drill filter.

Note: Drill filters are not strictly necessary in query drill mode. Web Intelligenceapplies them for consistency with standard drill mode. For example, theDrillFilters function returns the correct value in query drill mode becauseWeb Intelligence applies drill filters to match the query filters.

When do you use query drill?You use query drill when your report contains aggregate measures calculatedat the database level. It is designed in particular to provide a drill modeadapted to databases such as Oracle 9i OLAP, which contain aggregatefunctions that Web Intelligence either does not support, or cannot calculateaccurately at the report level during a drill session.

The kinds of aggregate functions that are candidates for drilling in query drillmode are: percentages, distinct counts, ranks, standard deviations andvariances, running aggregates, lead and lag functions. Because query drillmodifies the query at each drill operation, it ensures that these aggregatesare recalculated by the server each time you drill.

Query drill is also useful for reducing the amount of data that Web Intelligencemust store locally during a drill session. Because query drill reduces thescope of analysis when you drill up, Web Intelligence is able to purgeunecessary data.

To activate query drill1. Right-click on the document anywhere outside a table or chart and click

Document Properties to display the Document Properties pane.2. Open the Document Options group within the tab.3. Check Use query drill.

If your report already has a scope of analysis defined, you see a messagetelling you to clear the scope of analysis before activating query drill.

Drilling with query drillDrilling down with query drillWhen you drill down, query drill behaves similarly to standard drill at thepoint where the data moves outside the scope of analysis.



When Web Intelligence filters a drilled dimension in query drill mode it doesso by adding a query filter in addition to a drill filter. For example, if you drillon Year=2001, Web Intelligence adds a filter at the query level to restrict theYear dimension to 2001. For this reason, the only value that appears in thedrill toolbar for the drilled dimension is the value on which you drilled (in thiscase 2001). This is different from standard drill mode, in which all values ofthe dimension are visible in the toolbar. As a result, you cannot change filtervalues in query drill mode (for example, drill on Year=2001 then switch toYear=2003) as you can in standard drill mode.

Because query drill automatically extends the scope of analysis, you canuse it only if your BusinessObjects XI administrator has granted you the theright to drill outside the scope. See your administrator for more details.

Drilling up with query drillWhen you drill up, query drill removes dimensions from the query. Forexample, if you drill up from Month to Quarter, Web Intelligence removesMonth from the query. This has two consequences:

• Query drill is incompatible with drill snapshots. For more information, seeQuery drill and drill snapshots on page 220).

• Web Intelligence does not allow you to drill up beyond any dimensionthat appears as one of the report objects. For example, if your reportdisplays Year, Quarter and Revenue, you cannot drill up from Quarter toYear because this would remove quarter from the list of report objects.

Query drill and drill snapshotsDo not use drill snapshots when working in query drill mode, because querydrill means that snapshots cannot be guaranteed to stay the same.

In query drill mode, snapshots change when you drill up beyond a dimensionthat you included in a snapshot. Because the drill up removes the dimensionfrom the underlying query, it also removes the dimension from the snapshot.

Query drill and the scope of analysis

Query drill and other reports based on the same data providerIf your document contains other reports that contain dimensions on whichyou drill in query drill mode, these reports are affected because the querydrill modifies the dimensions they contain.



You can avoid this (at the cost of retrieving duplicate data into WebIntelligence) by creating a new data provider and rebuilding the other reportagainst it. Now when you drill in query drill mode, the other report remainsunaffected.

Example: Drilling on a dimension that appears in another report

If you have two reports based on a query that contains Year, Quarter andSales Revenue, and you use query drill to drill down to Year = 2001 on thefirst report, Web Intelligence also filters the data for Year in the secondreport to include 2001 only.

Filtering data using prompts

What is a prompt?

A prompt is a special type of query filter. It is a dynamic filter that displays aquestion every time you refresh the data in a document. You answer promptsby either typing or selecting the value(s) you want to view before you refreshthe data. Web Intelligence retrieves only the values you specified from thedatabase and returns those values to the reports within the document.Prompts allow multiple users viewing a single document to specify a differentsub-set of the database information and display it in the same report tablesand charts. Prompts also reduce the time it takes for the data to be retrievedfrom the database.

A prompt contains the following elements:

• a filtered object• an operator• a message

For example, to prompt users to select a specific year, you define a prompton the [Year] dimension:Year Equal To ("Which year?°)

In this prompt, the filtered object is [Year], the operator is Equal To, and theprompt message is "Which year?".


10Working with reportsFiltering data using prompts

You can define prompts on any dimension, measure, or detail object. Forexample, you can filter the [Year] dimension to return values for a specificyear, filter the [Sales Revenue] measure to return values for a range ofrevenue figures, or filter the [Year/week] detail to return values for a specificweek in a year.

You can create multiple prompts, related by the AND or OR operators, inthe same query. You can also nest prompts. When the user runs a query,Web Intelligence displays the prompts.

Prompts appear in the SQL generated by a Web Intelligence query as eitherthe value supplied in response to the prompt (when the SQL is read-only),or as Web Intelligence prompt syntax (when the SQL is editable). Forexample, a prompt on [Country) can appear in the generated SQL asResort_Country.country = @prompt('Enter Country:','A','Resort\Country', Mono,Free,Persistent,,User:0)

or asResort_country.country In ('UK')

Merged prompts

When a document contains multiple data providers, any prompts that include(1) objects with the same data type, (2) operators of the same operator type,and that (3) use the same prompt text are merged.

When all the data providers are refreshed, a single prompt message appearsfor such prompts.

The List of Values displayed by the merged prompt is the list associated withthe object in the prompt that has the most display property constraints.

Cascading prompts

Some objects cause Web Intelligence to display a cascading prompt whenthey are included in a prompt definition. The universe designer defines thelists of values of these objects hierarchically in relation to other object listsof values in the universe.

Cascading prompts help the user to focus on the object values they want toinclude in the prompt without the need to search all possible object values.


Working with reports10 Filtering data using prompts

Example: Choosing a store

In this example the universe designer has defined the [Store Name], [City]and [State] objects in a hierarchy. If you include a prompt [Store Name]Equal To <value>, Web Intelligence displays these objects in a hierarchyin the Prompts dialog box. In order to select the store, the user must firstselect the state in which the store city is found, then the city in which thestore is found, then the store itself. When the user selects the state, WebIntelligence restricts the values of City to the cities in the state; when theuser selects the city, Web Intelligence restricts the stores to the stores inthe city.

Hierarchical lists of values

If your universe contains hierararchical lists of values, these lists appear intree form. You navigate down through the tree to the items you want.

Whether a list of values appears as a cascading prompt or hierarchicallydepends on how the list is configured in the universe. See your administratorfor more information.


Equal To operator

















Less Than operator








Between operator






In List operator






Matches Pattern operator

Use the Matches Pattern operator to retrieve data that includes a specificstring or part of a string.




Different From Pattern operator

Use the Different From Pattern operator to return data that doesn't includea specific string.


Both operator

Use the Both operator to retrieve data that corresponds to two values.


Except operator

Use the Except operator to retrieve data that corresponds to one value andexcludes another.




Related Topics• Not In List operator on page 225



• Different From operator on page 224

To create a prompt

1. Make sure the Query Panel is open.2. From the Data tab, drag the object on which you want to apply a prompt

and drop it onto the Query Filters pane.The query filter appears in outline in the Query Filters pane.

3. Click the arrow at the right of the Query Filter and select Prompt fromthe menu.

4. Type the prompt text in the text box.5. Click the icon next to the text box and use the dialog box that appears to

set the prompt properties.• If the prompt is for a date and you want users to see the popup

calendar in order to select the date(s) then do not select Prompt withList of Values

• If the document contains multiple data providers, and there is alreadya prompt that includes (1) objects with the same data type, (2)operators of the same operator type, and (3) that uses the same prompttext as the new prompt, Web Intelligence displays a warning to tellyou that the two prompts will be merged. This means that wheneverall the data providers are refreshed, a single prompt message willappear for the two prompts.

6. Click OK to confirm the prompt.7. To delete a prompt, right-click it and select Remove from the menu.

The prompt appears at each document refresh.

Related Topics• Defining how prompts display on page 228• Merged prompts on page 222

To remove a prompt

• Select the prompt and then click the Delete key.



Defining how prompts display

By default, prompts display a box and a list of values. You answer the promptby either typing the value(s) in the box or by selecting value(s) from the list.

You can modify how prompts display by checking one, some, or all of thefollowing options:

then...(useful when you...)If you want the promptto display...

leave the option selectedby default: Prompt withList of Values

want to view all the val-ues for the object andthen select from thosevalues

the list of values associat-ed with the filtered dimen-sion, measure, or detail,

select the option: Keeplast values selected

often reselect the samevalue(s) when you re-fresh the document, butwant the ability to selecta different value whennecessary, such as thename of the currentmonth

the value(s) specified thelast time the prompt wasanswered (users can se-lect a different value(s)),

select the option: Set de-fault value(s)

almost always reselectthe same value(s) whenyou refresh the docu-ment, but want the abilityto select a different valuewhen necessary, such asthe number for the cur-rent year

the value(s) you specifyas the default (users canselect a different val-ue(s)),

select the option: Selectonly from List

prevent users from typinga value that might not ex-ist on the database

a list of values from whichusers select a value(s),

Note: If the prompt is for a date and you want users to see the popupcalendar in order to select the date(s) then do not select Prompt with Listof Values



Combining prompts

Combining multiple prompts on a single query enables you to filter the datareturned to the document so that each person viewing the reports sees onlythe information relevant to their business need. For example, you cancombine the following three prompts on a Customer Accounts document:

• Which customer?• Which account?• Which calendar period: from? to?

This enables each accounts manager viewing the document to view reportvalues for a specific customer account during a specific period.

You combine prompts in the same way that you combine query filters.

Combining prompts with query filters

Combining prompts and filters on a single query enables you decide thevalues for some of the selected objects on the query using filters and allowusers to decide the values of other selected objects using prompts. Forexample, if you combine the following filters and prompts on a HR document:

• [Year] Equal to This Year• [Job title] Not equal to Senior Executive• Which employee?

Users viewing the document can choose which employee they viewinformation for, but they can only view data for the current year and theycan’t view data for senior executives.

To change the order of prompts

1. Click the Properties tab in the Query Panel.2. Select the prompt you want to move up or down in the prompt order in

the Prompt Order box, then press the Up or Down arrow next to the box.



Merging prompts

When a document contains multiple queries, Web Intelligence merges anyprompts that include objects with the same data type, operators of the sameoperator type, and that use the same prompt text. When all the queries arerefreshed, a single prompt message appears for such prompts.

Displaying data in tables

Tables in Web Intelligence

When you create a new document and run the query the first time to displaythe results, Web Intelligence generates a report that includes all of the resultsin a vertical table. You can modify how the table is organized, remove or adddata, change the table type to display the results differently or insert othertables. You can also insert free standing cells to display results in a singlecell.

Table types in Web Intelligence

A Web Intelligence report displays results in a block. You can format theblock as a specific type of table.

Vertical table

Vertical tables display header cells at the top of the table and thecorresponding data in columns. By default, the header cells display the namesof the dimensions, details, and measures included in the table. The bodycells display the corresponding values.


Working with reports10 Displaying data in tables

Horizontal table

Horizontal tables display header cells at the left of the table and thecorresponding data in rows. By default, the header cells display the namesof the dimensions, details, and measures included in the table. The bodycells display the corresponding values.

Crosstab

Crosstabs display values for dimensions across the top axis and on the leftaxis. The body displays the values of a measure that correspond to thecross-section of the dimensions. For example, this crosstab displays valuesfor [Quarter] across the top axis and displays values for [State] on the leftaxis. The body displays values that [Sales Revenue] for each quarter in eachstate.


10Working with reportsDisplaying data in tables

You can include multiple dimensions in crosstabs. For example, this crosstabdisplays two dimensions. The values for the [Sales Revenue] measure arevalues each state by quarter for each line.

When you create crosstabs that include a dimension(s) in the body, the bodycell values are calculated according to a multi-dimensional data model. Thevalues displayed in the body are calculated according to all of the coordinateson the table axes, whether or not there is a row for the specific coordinatein the SQL result.



Forms

Forms are useful in your report if you want to display detailed informationper customer, product, or partner. For example, a form is a useful way ofdisplaying individual customer records with information such as the customeraccount, name, address, and so on.

Forms are also useful for formatting address labels for envelopes.

Structure View and Results View

The Web Intelligence Java Report Panel allows you to make modificationsto documents and preview those changes in Structure View, withoutimplementing each change on the Web Intelligence server. This enables youto make multiple formatting changes quickly and preview them. When youreturn to Results View, Web Intelligence requests the server to apply thechanges and returns the modified format in a single operation.



You can create and format tables in either Structure View or Results View.If you have several modifications to make, however, we recommend youmake the modifications in Structure View.

Creating, editing and removing tables

To create a table by dragging objects onto a report

1. If the report is empty, select either a single object or a class folder on theData tab, and then drag and drop the object or class onto the report.

2. If the report already contains tables or charts, press the Alt key, then withthe Alt key pressed, drag an object onto an empty area of the report.A new table header and body cell appears on the report. The table headerdisplays the name of the object.

3. To add another object to the table, drag another object from the Data taband place it to the left or right of the existing column header.

4. When the “Drop here to insert a cell” ToolTip appears, drop the objectonto the left or right of the table header.A second column appears before or after the first column. The new columnheader displays the name of the object.

Web Intelligence displays the values in a vertical table. You can quickly turnthe vertical table to a different table format, such as a crosstab by using theTurn To feature.

To create a table by selecting a template

1. Click View Structure.

Working in Structure View allows you to define and preview the new tablewithout requesting the server to apply each of your modifications. Youthen apply all your modifications and display the results in the new table,by returning to Results View.

2. Click the Templates tab. If the Templates tab is hidden, click theShow/Hide Manager button on the Report toolbar.

3. Drag a template from the Template tab onto a blank area of the report.The template appears on the report.



4. Click the Data tab.The objects and variables that the document contains appear here. Youcan add any of these objects or variables to the table.

5. Drag an object or variable onto an empty header or body cell of the table.6. When the ToolTip “Drop here to replace cell” appears, drop the object

onto the table.The empty cell is replaced by the object. If you are working in ResultsView, the values of the objects display on the table. If you are working inStructure View, the name of the object displays on the table.

7. To add more objects to the template, drag an object from the Data taband drop it onto the template.Once you have allocated objects to each part of the table template, youcan add more objects to increase the size of the table. Each additionalobject inserts more columns or rows onto the table.

8. To add another object and create an additional table column or row, dragan object from the Data tab and drop it onto a row or column.• If you drop the object onto the left of a column, you create a new

column before the existing column.• If you drop the object onto the right of a column, you create a new

column after the existing column.• If you drop the object onto the top edge of a row, you create a new

row above the existing row.• If you drop the object onto the bottom edge of a row, you create a new

row below the existing row.

9. If you are working in Structure View, click View Results to display thevalues in the new table.

To duplicate a table

1. Select a table on a report.A gray border appears around the table, when the table is selected.

2. Keep your pointer pressed in and press the Ctrl key.Web Intelligence creates a duplicate table on top of the original table.

3. With your pointer and the Ctrl key pressed in, drag the duplicate table toan empty area of the report.The duplicate table appears on the report.



To apply a different template to a table by using drag and drop

1. Select the report tab that contains the table you want to modify.2. Click the Templates tab.

If the Templates tab is hidden, click the Show/Hide Manager button onthe Report toolbar. The Templates appear.

3. Drag a template from the Template tab onto a table. You must drop thetemplate directly on the existing report block.Web Intelligence applies the new template to the table values.

To apply a different template to a table with Turn To

1. To select the table you want to reformat, click the top edge of the table.A gray border appears around the table.

2. Right-click the report block.3. On the shortcut menu, click Turn To.

The "Turn To" dialog box appears.

4. On the Tables tab or on one of the Chart tabs, select the table or charttemplate you want to apply to the table.

5. Click OK.

If you turned a table to a chart, the unicode font is not retained in the chartif the font for the text on the table was unicode, and if unicode is not definedas your default font for charts. You need to format the chart with the unicodefont, if this font is available on your computer. If this is not the case, you needto contact your administrator to configure the Web Intelligence server andyour computer appropriately.

To add rows or columns to tables using drag and drop

• Drag the object you want to add to the table from the Data tab, and dropthe object where you want to add it:• To add the object into a new column to the left of an existing column,

drag the object onto the left edge of a column header.• To add the object into a new column to the right of an existing column

, drag the object onto the right edge of a column header.



• To add the object into a new row before an existing row, drag theobject onto the top edge of a row header.

• To add the object into a new row after an existing row, drag the objectonto the bottom edge of a row header.

The name of the object appears in the new column or row header, andthe values appear in the new body cells.

To add table rows or columns using the Insert row or columntoolbar menu

1. Select the table you want to reformat.2. Select the column or row next to which you want to insert the new column

or row.3. The Insert column or row button automatically displays one of the insert

options.4. Click the displayed option or click the arrow next to the Insert button, and

then select the appropriate option from the drop-down menu.Web Intelligence adds a blank column or row to the table.

5. Drag an object from the Data tab, and drop the object onto the blankcolumn or row.Web Intelligence allocates the selected object to the new column or row.The name of the object displays in the column or row header, and thevalues for the object display on the body cells.

To remove table rows or columns

• Right-click the table column or row you want to remove and selectRemove Row, Remove Column or Remove from the shortcut menu.

To move a row or column

• Drag the selected column or row and drop it before or after another columnor row on the table.When you drag a row or column, the column or row header displays nextto your pointer.



To swap a row or column

• Drag the selected column or row onto the column or row with which youwant to make the swapWeb Intelligence swaps the two columns or rows.

To replace a row or column

1. Select the report tab that contains the table you want to modify.2. Click the Data tab.3. Drag the object you want to add to the table from the Data tab, and then

drop the object onto the row, column, or body you want to replace.The values for the new object display on the table.

To clear cell contents from a table

You can clear cell contents and then use the empty cells to display images,hyperlinks, formulas, or text you type.

You can clear the following types of cell in a table:• header cells – you can clear each header cell separately• footer cells – you can clear each footer cell separately• related body cells – when you clear one body cell, you automatically clear

all of the body cells in the same column or row of the table

1. To select the cell you want to clear, click the cell.The cell borders are highlighted.

2. Right-click the selected cell.The shortcut menu appears.

3. The shortcut menu appears.4. Click Clear Cell Contents.

Web Intelligence clears the contents from the selected cell(s).



To remove a table

1. To select the table you want to remove, click the top edge of the table.A gray border appears around the table.

2. Press the Delete key, or right-click the selected table and select Removefrom the shortcut menu.

Modifying tables to create crosstabs

To create a crosstab by adding an object to a vertical orhorizontal table

1. Drag an object from the Data tab onto the top edge of the table or the leftside of the table where you want to create the new axis and form thecrosstab.

2. When the ToolTip “Drop here to create a crosstab” appears, drop theselected object onto the report.Web Intelligence creates a second axis to form a crosstab and insertsthe object on the new axis.

To create a crosstab by moving a column or row

1. Select the table column or row you want to move to create the crosstab.2. Drag the selected column or row onto the top edge of the table or the left

side of the table where you want to create the new axis and form thecrosstab.

3. Drop the column or row onto the header.Web Intelligence creates a second axis to form a crosstab, and displaysthe data of the column or row you moved on the new axis.



Formatting tables and table cells

To select a background color for the table

1. Select the table or table cell for which you want to format a background.2. Right-click the table, then select Edit Format from the shortcut menu.

The Properties tab displays the table or cell formatting options dependingon which element you selected.

3. Select the drop-down arrow next to Appearance > Background color.A list of available colors appears.

4. Click the color you want to apply to the selected table or table cell, or clickCustom, and then create a custom color, using the Swatches, HSB(Hue, Saturation, Brightness), or RGB (Red, Green, Blue) tab, and clickOK.If you know the RGB hexadecimal color reference, you can type thereference into the combo boxes next to the + and - buttons on the RGBtab.Web Intelligence applies the background color to the selected table orcell.

To define alternate row and column colors for a table

1. Select the table for which you want to format alternate row colors.When the table is selected, a gray border appears around the table.

2. Right-click the table, then select Edit Format from the shortcut menu.The Properties tab displays the table formatting options.

3. Open the Appearance > Alternate color property sub-group.4. Set the frequency for the alternate row color in the combo box next to

Frequency by clicking the + or - sign, or by entering a number.5. Click the arrow next to Color.6. Select a color from the list of colors, or click Custom, and then create a

custom color, using the Swatches, HSB (Hue, Saturation, Brightness),or RGB (Red, Green, Blue) tab, and click OK.



If you know the RGB hexadecimal color reference, you can type thereference into the combo boxes next to the + and - buttons on the RGBtab.

To select or remove a table skin

1. Right-click the table, then select Edit Format from the shortcut menu.The Properties tab displays the table or cell formatting options dependingon which element you selected.

2. Click the ... button next to Background image in the Appearance propertysub-group.

3. Select Skin in the "Background Image" dialog box.4. Select the skin from the drop-down list.5. Select None to remove the skin.

To insert an image in a table


2. Click the ... button next to Background image in the Appearance propertysub-group.

3. Click Custom in the Background Image dialog box.4. Type the file name in the Image (URL) box (Web Intelligence inserts the

HTML tag boimg:// before the file name and links to the image file on acorporate web server), or type the web server URL followed by the filename of the image file (the URL and file name must not include spaces).

To format table borders


2. Click the ... button next the the Borders property.3. Use the buttons in the Border Editor dialog box to set the border style.



You can also set the borders of header cells, body cells and footer cellsin the table properties. To do so, click the ... button next to the Bordersproperty in the Header cells, Body cells and Footer cells propertysub-groups.

To format text in table cells

1. Right-click the table, then select Edit Format from the shortcut menu.The Properties tab displays the table formatting options.

2. Click the ... button next to the the Text format property in the Appearance> Header cells/Body cells/Footer cells property sub-group.

3. Format the text in the Format Text dialog box.You can also format cell text by selecting the cell then setting theAppearance > Text Format property in the Properties tab.

To set cell height and width

You can define the height and width of cells by using drag and drop orspecifying the size of cells on the Properties tab.

If you want to hide cell contents on reports, you can set the cell width to 0.1cm so that the cell width can be modified to display the cell contents later.

1. Drag the cell borders until the cell is the height and width you want, or:2. Select the table cell you want to format, right-click and select Edit Format

from the menu.The Properties tab displays the cell formatting options.

3. Set the Width and Height properties in the Display properties sub-group.4. If you want to set the cell to autofit, select Autofit Width and/or Autofit

Height.

Some Web Intelligence functions are incompatible with AutoFit cells. Ifyou place any of these functions in an AutoFit cell, Web Intelligencereturns the #RECURSIVE error message as the function output.

You can also set AutoFit cell width and height by double-clicking the cellborders.• To set AutoFit cell width, double-click the right border of the cell



• To set AutoFit cell height, double-click the bottom border of the cell

AutoFit retains the current cell size as the minimum size and enlargesthe cell size, if the string or image that the cell contains is larger than theminimum size specified.

Documents that contain tables with the cell size set to AutoFit, take longerto display in the Java Report Panel or InfoView than documents wheretables contain cells with a fixed cell width and cell height. We recommendthat for large documents, you specify a fixed sized for cell width and cellheight for tables.

Determining how tables display data

Showing or hiding empty tables, rows or columns

Sometimes tables or specific rows and columns display no values. Forexample, if a sales of a specific product are discontinued, table rows orcolumns that normally show results for that product appear empty. By default,Web Intelligence displays such empty rows, columns, or tables. You canchoose to display or hide empty tables, rows or columns.

To show or hide empty tables, rows or columns1. Select the table, right-click and select Edit Format on the menu.

The Properties tab displays the crosstab formatting options.

2. Select Show table when empty to display empty tables.3. Select Show empty rows to display empty rows in a vertical table.4. Select Show rows with empty dimension valuesto display rows with

empty dimension values.5. Select Show empty columnsto display empty columns in a horizontal

table or crosstab.

Aggregating duplicate rows

When rows contain duplicate data, Web Intelligence aggregates measurevalues by default.



To avoid duplicate row aggregation1. Select the table, right-click and select Edit Format on the menu.

The Properties tab displays the crosstab formatting options.

2. Select Display > Avoid duplicate row aggregation.

To show or hide headers and footers

1. Select the table, right-click and select Edit Format from the menu.The Properties tab displays the table formatting options.

2. Select Show table headers in the Display properties sub-group todisplay table headers.

3. Select Show table footers in the Display properties sub-group to displaytable footers.

To start tables on a new report page


2. Select Position > Start on a new page.

To display object names in headers on crosstabs


2. Click Display > Show object name to display the object names inadditional headers on the crosstab.

To avoid page breaks in tables

1. Select the table, right-click and select Edit Format on the menu.The Properties tab displays the crosstab formatting options.

2. Select Position > Avoid page breaks in table.



To repeat table headers or footers on report pages

1. Select the table, right-click and select Edit Format on the menu.The Properties tab displays the crosstab formatting options.

2. Select Position > Repeat header on every page to repeat the headeron every page.

3. Select Position > Repeat footer on every page to repeat the footer onevery page.

Copying tables

To copy a table

You can copy and paste tables within a report or into external applicationssuch as Microsoft Word and Excel. You cannot copy tables from one instanceof Web Intelligence to another.1. Select the table, right-click and select Copy on the menu.2. To paste the table to another part of the report, right-click where you want

the table to appear and click Paste on the menu.3. To paste the table into another application, paste the contents of the

clipboard from within the other application.You can also copy a table into another application by dragging anddropping the table directly into the open document in the target application.The table appears as a picture in the open document if pasted to anotherapplication.

To copy a table as text

You can copy the data in a table as plain text into another application. Forexample, if you copy a table as text into Microsoft Excel, Web Intelligencecopies the text in each table cell to a cell in the Excel worksheet. WebIntelligence copies the text to the clipboard as tab-separated text.1. Select the table, right-click and select Copy as text on the menu.2. Paste the contents of the clipboard into the target application.



If you choose Copy as text, then paste the table into the current WebIntelligence report, the table appears as a normal Web Intelligence table.

Displaying data in free-standing cells

Free-standing cells defined

Free-standing cells are single cells that stand alone in a report. You can usefree-standing cells to display information that adds meaning to your report,such as:• text comments – type messages or questions or to add titles• images – display logos, icons, or photographs on reports• formulas or calculations – add custom formulas or calculations• the last refresh date – display he date when the document results were

refreshed with the most recent data from the database• the DrillFilter function – display the names of the objects by which the

data on a drilled report is filtered• page numbers – display the page number of each report page

To insert a blank cell on a report

1. Click the Templates tab.2. Select the Blank Cell template, and then drag the template onto an empty

area of the report.The blank cell appears on the report.

3. Right-click the cell, then select Edit Format from the shortcut menu todisplay the Properties tab.The Properties tab lists the properties (arranged into groups) relevantto free-standing cells.

4. To display text in the cell, type the text into the General > Text property.5. To display an image in the cell, type the file name or the URL and file

name into the General > Text property, then select Image (URL) fromthe drop-down list next to the Display > Read cell contents as property


Working with reports10 Displaying data in free-standing cells

6. To display HTML in the cell, type the HTML string into the General > Textbox, then select HTML from the drop-down list next to the Display > Readcell contents as property

7. To display a formula result in the cell, click the Show/Hide FormulaToolbar button on the Report View toolbar, then type the formula into thetoolbar.

To copy a free-standing cell

You can copy and paste free-standing cells within a report or into externalapplications such as Microsoft Word and Excel. You cannot copyfree-standing cells from one instance of Web Intelligence to another.1. Select the free-standing cell, right-click and select Copy on the menu.2. To paste the free-standing cell to another part of the report, right-click

where you want the free-standing cell to appear and click Paste on themenu.

3. To paste the free-standing cell into another application, paste the contentsof the clipboard from within the application.You can also copy a free-standing cell into another application by draggingand dropping the free-standing cell directly into the open document in thetarget application.The free-standing cell appears as a picture in the open document if pastedto another application.

To copy a free-standing cell to another applicationas text

You can copy the data in a free-standing cell as plain text into anotherapplication. For example, if you copy a free-standing cell as text into MicrosoftExcel, Web Intelligence copies the text in the free-standing cell to a cell inthe Excel worksheet.1. Select the free-standing cell, right-click and select Copy as text on the

menu.2. Paste the contents of the clipboard into the target application.


10Working with reportsDisplaying data in free-standing cells

If you choose Copy as text, then paste the free-standing cell into thecurrent Web Intelligence report, the free-standing cell appears as a normalWeb Intelligence free-standing cell.

To format a free-standing cell

1. Right-click the cell and select Edit Format to display the Properties tab.2. Set the cell formatting properties in the Properties tab.

Displaying data in charts

Creating charts

You can include one or multiple charts on the reports in a Web Intelligencedocument. You can create a chart when you build or new document or insertcharts into an existing document.

If you are building a new document, you need to define the data definitionof the document by building a query before you select a chart template.

Once you have defined the query you go to Report View to define the chart(s)on report(s).

To create a chart, you follow three steps:• select a chart template• allocate dimensions and measures to the chart axes• view the results displayed on the chart

If you want to create a chart that displays the same data as a table on areport, you can copy the table first and then turn the duplicate table into achart using the "Turn To" dialog box.

Chart types in Web Intelligence

A Web Intelligence report displays results in a block. You can format theblock as a specific type of chart.


Working with reports10 Displaying data in charts

Bar charts

Bar charts display data in bar form, either vertically or horizontally. Bar chartsare useful if you want to compare similar groups of data; for example onetime period to another. There are five types of bar charts: grouped, bar andline, stacked, percent, and 3D.

2D bar charts include the optional Z-Axis. Including data on the Z-Axisenables you to show an additional break down of the results displayed onthe chart bars.

3D bar charts do not include an axis legend. You can clearly see whatinformation is displayed on the chart bars by looking at the axis labels.

Line charts

Line charts connect specific data values with lines, either horizontally orvertically. Line charts are useful if you want to show trends or changes indata over time. There are five types of line charts: mixed, stacked, percent,3D, and 3D surface.

Area charts

Area charts are line charts in which the area between the lines and axis arefilled in. Area charts are useful if you want to emphasize the size of the totaldata in a report, as opposed to the changes in the data. You may not wantto use an area chart if you have a sharp contrast between specific datapoints. Use a line chart instead.


10Working with reportsDisplaying data in charts

You can use more than one measure object on the Y-axis as long as themeasures are of the same type and scale; for example, Number of Guests,and Future Guests. There are five types of area charts: absolute, stacked,percent, 3D area, and 3D surface.

Pie charts

Pie charts display data as segments of a whole. Pie charts are useful if youwant to show how each part of your report data contributes to the total.

Pie charts have a single axis displayed on the body of the pie. This is theY-Axis. Each segment of the pie chart displays a value for the measure onthe Y-Axis. The pie chart legend indicates the dimension on the X-Axis.

You can only include one measure object in a pie chart. If you have severalmeasures in your report, you should choose another chart type. There arefour types of pie charts: pie, 3D pie, ring, 3D ring.

Radar, polar and scatter charts

In radar charts, the X- and Y-axis connect at the chart’s center. Radar chartsare useful if you want to look at several different factors related to one item.For example, you could use a radar chart to display revenue data for differentservices within a hotel. On one axis, you could display revenue for the rooms.On another you could display revenue for the restaurant, and so on.

Scatter charts are similar to line graphs, except that the data points areplotted without a line connecting them. Scatter charts are useful if you wantto make a comparison between specific data points.



There are four types of radar, polar, and scatter charts: radar line, stackedradar, polar, and scatter.

3D charts

3D charts include three axes: the Y-Axis always displays values for measures(such as sales totals, margins, quantities and so on); the X- and Z-Axisdisplay values for dimensions (that is, key indicators, such as time,geography, service lines, and so on). In the 3d bar chart displayed below,the chart bars display sales revenue per quarter, per year. The [Salesrevenue] measure is on the Y-Axis, the [Quarter] dimension is on the X-Axis,and the [Year] dimension is on the Z-Axis

To see how this data is displayed in a 2D bar chart, see 2D charts onpage 251.

2D charts

The 2D bar chart below includes an optional Z-Axis with the values for quarter.Including data on the Z-Axis enables you to show an additional break downof the results displayed on the chart bars. The [Sales revenue] measure is



on the Y-Axis, the [Year] dimension is on the X-Axis, and the [Quarter]dimension is on the Z-Axis. Notice that because the Z-Axis cannot berepresented graphically on a 2D chart, the legend provides the informationfor the Z-Axis values.

To see the same data displayed in a 3D bar chart, see 3D charts on page 251.

Adding, copying and removing charts

To add a chart to a report

It is recommended you work in Structure View when you insert a new chart.This is because Results View is designed to display the data contained inreports. Therefore, you can only view charts in Results View after you haveallocated dimensions and measures to the empty chart template.

1. Click View Structure on the report panel toolbar.2. Click the Templates tab.3. Select the chart template drag it onto an empty area of the report.

The empty template appears on the report.

4. Click the Data tab.5. Drag a dimension or measure object onto the chart axis, where you want

the results for that dimension or measure to appear on the chart.



6. Drop the dimension or measure onto the axis when the “Place dimensionobjects here” or the “Place measure objects here” ToolTip appears.

7. To allocate more dimension and measure objects to each chart axis,repeat the previous two steps.

8. To display the results in the chart, click the View Results button on theReport toolbar.The chart displays the results corresponding to the objects you allocatedto the chart axes.

To copy a chart

1. Select the chart, right-click and select Copy on the menu.Web Intelligence copies the chart to the clipboard.

2. To paste the chart to another part of the report, right-click where you wantthe chart to appear then click Paste on the menu.

3. To paste the chart into another application, paste the contents of theclipboard from within the other application.You can also copy a chart into another application by dragging anddropping it directly into the open document in the target application.The chart appears as a picture in the open document if pasted to anotherapplication.

To remove a chart

• Right-click the chart and click Remove, or verify that the Data tab isdisplayed, then drag the chart from the Document pane and drop it ontothe Data tab.

Changing the chart type

To change the chart type by using drag and drop

1. Click the Templates tab.



2. Drag a template onto the chart or table you want to modify. You mustdrop the template directly on the existing report block. If you drop thetemplate outside the existing report block, you create a separate chart.

3. If you want to move the dimensions or measures to different axes, clickthe View Structure button on the report panel toolbar, then drag theobjects you want to move onto the Data tab, and then drag and drop theobjects you want to display on the chart from the Data tab onto each chartaxis

To change the chart type by using TurnTo

1. Right-click the table or chart.2. Click Turn To.

The "Turn To" dialog box appears.

3. Click the tab corresponding to the chart type you want, then click a format.4. Click OK.

If the new chart type does not have data allocated to both the X-axis andthe Y-axis, the chart will not appear when you view the report in ResultsView or in Drill mode. In this case, click the View Structure button on thereport panel toolbar, and then click the Data tab and drag the appropriatedimensions or measures onto the axes on the new chart template. Whenyou click View Results, the chart appears.

If the font for the text on the table was unicode, and if unicode is notdefined as your default font for charts, the unicode font is not retained inthe chart. You need to format the chart with the unicode font if availableon your computer. If this is not the case, you need to contact youradministrator to configure the Web Intelligence server and your computerappropriately.

Web Intelligence applies the selected template to the block and displaysthe data in the chart type you chose.



Positioning and sizing charts

To set the position of a table or chart on the report page

1. Select the table or chart.The chart properties appear in the Properties tab.

2. Open the Page layout > Position property group on the Properties tab,then click ... next to the property.

3. Use the "Relative Position" dialog box to set the position.

To position a chart in relation to another chart or table

If you have more than one block (table, chart, or form) in your report, youcan use relative positioning. Relative positioning allows you to position aselected block (for example, a chart) in relation to other blocks in the report.

If new data on the database modifies the size of the tables or charts, relativepositioning ensures that the different tables and charts display correctlywithout overlapping each other.

Note: If you position a chart in relation to another block (that is, a chart,table, or form), the position of the related block changes automatically, if youreposition the chart.

1. Right-click the chart and click Edit Format.2. Open the Page layout > Position property group on the Properties tab.3. Click ... next to the Position property to open the Relative Position dialog

box.If the report does not contain multiple elements, the Relative Positiondialog box is not available.

4. Select the distance of the upper left point of the chart in relation to anotherreport element by entering - the number of pixels; the part of the otherreport element from which you want to measure the pixels (in the firstdrop-down list); the report element from which you want to measure thepixels (in the second drop-down list).

5. Repeat this for the distance of the lower left point of the chart.



To resize a chart

1. Right-click the chart and click Edit Format.2. Open the Display property group on the Properties tab.3. Type the chart width in the Width property and the height in the Height

property.

Formatting charts

To insert and format a chart title

1. Right-click the chart and click Edit Format.2. Open the Title > Text format property group on the Properties tab.3. Click ... next to Text Format to open the "Text Format" dialog box.4. Use the Text Format dialog box to set the title format.

To display a chart with a 3D look

1. Right-click the chart and click Edit Format.2. Open the Display property group on the Properties tab.3. Select 3D look.

To add background colors to a chart

1. Right-click the chart and click Edit Format.2. Open the Appearance property group on the Properties tab.3. Click the arrow next to Background color to display the color palette.4. Select a color from the color palette or click More Colors to display the

Choose Color dialog box.

To modify chart borders

1. Right-click the chart and click Edit Format.



2. Open the Appearance property group on the Properties tab3. Select the border style from the Style list and the color from the Color

list.

To select and format chart floors and walls

Floors and walls give depth to charts and help to set off the data displayedon the chart bars or lines. 3D charts have a floor, a left wall, and a right wall.2D charts just have a floor. You can specify a color for the floor and walls.1. Right-click the chart and click Edit Format.2. Open the Display property group on the Properties tab.3. Select Show floor to display the chart floor, Show left wall to display

the chart left wall and Show right wall to display the chart right wall.The availability of these options depends on the type of chart.

4. Set the wall and floor color by clicking the Wall and floor color propertyin the Appearance property group and using the "Color Palette" or the"Choose Color" dialog box to set the color.

To show and format axis legends

1. Right-click the report and select Edit Format.2. Open the Display property group in the Properties tab.3. Select Show legend to show the legend.4. To select the legend’s position. open the Legend property group and

select the position from the Position list.5. To format the legend title, open the Title property group.6. Format the title text by clicking ... next to the Text Format property and

using the Format Text dialog box to set the format.7. Set the legend background color by clicking the arrow to the right of the

Background color property and using the Color Palette or ChooseColor dialog box to define the color.

8. Set the legend border style by clicking ... next to the Borders propertyand using the Edit Borders dialog box to define the border.

9. To format the legend values, open the Legend > Values property group.10. Repeat steps 6 - 8 to format the legend values.



To avoid page breaks in charts

1. Right-click the chart and click Edit Format.2. Open the Page layout property group on the Properties tab.3. Select Avoid page breaks in chart.

To show axis labels on pie charts

1. Right-click the chart and select Edit Format.2. Open the Legend > Data property group.3. Select Show segment labels.

To format axis label text, borders, and background

1. Right-click the chart and click Edit Format.2. Open the Appearance > X/Y/Z Axis > Label property group.3. Select Show object name to show the object name on the label.4. Type the text into Other label if you want to assign custom text to the

label in place of the object name.5. To format the text, Click ... next to Text Format to open the "Text Format"

dialog box.6. Use the "Text Format" dialog box to format the text.

You can set many of the properties in the "Text Format " dialog boxdirectly from the property list, where they appear beneath Text Format.

To show, hide or format the axes grid

1. Right-click the chart and select Edit Format.2. Open the Appearance > X/Y/Z Axis > Values property group in the

Properties tab.3. Select Show grid to show the grid.4. Select Show markers to show the grid markers.5. Click Grid color and select the grid color using the "Color Palette" or

the "Choose Color" dialog box.



Displaying and formatting chart data

To show a chart when emptySometimes charts display no values. For example, if sales of a specificproduct are discontinued, a chart that normally displays results for that productwill appear empty. By default, Web Intelligence displays such empty chartson reports. If wished, you set Web Intelligence to hide charts whenever theyare empty.1. Right-click the chart and click Edit Format.2. Open the Display property group in the Properties tab.3. Select Show when empty.

To specify a color palette for the chart data1. Right-click the report and select Edit Format.2. Open the Appearance > Data property group in the Properties tab.3. Click ... next to Palette to display the "Choose Palette" dialog box and

select one of the predefined palettes in the Predefined Palettes list.4. To edit a pallete, select the pallete, then click Edit Pallete.

The "Edit Palette" dialog box opens

5. Select a color in the palette.The "Custom Color" dialog box opens.

6. Create a custom color using the Custom Color dialog box, then clickOK.

7. To set all the colors in the palette to the same color, click Set All Colors.

To format axis values numbers and text1. Select the chart and click Edit Format.2. Open the Appearance > X/Y/Z Axis > Values property group in the

Properties tab.3. Click ... next to the Number format property to display the Number

Format dialog box.4. Use the "Number Format" dialog box to define the format.5. Click ... next to the Text Format property to display the "Text Format"

dialog box.6. Use the "Text Format" dialog box to format the text.



ou can set many of the properties in the "Text Format" dialog box directlyfrom the property list, where they appear beneath Text Format.

To define the axis value frequency

1. Right-click the chart and click Edit Format.2. Open the Appearance > X/Y/Z Axis > Values property group in the

Properties tab.3. Select Automatic frequency to set the frequency to automatic.4. Type the frequency in Frequency to set the frequency to a specific value.

Automatic frequency must be unselected before you can type a customfrequency.When you set the frequency to n, Web Intelligence displays every n valueson the axis.

To show a specific range of axis values

1. Right-click the report and click Edit Format.2. Open the Appearance > X/Y/Z Axis > Scale property group on the

Properties tab.3. Enter the minimum value in Min. value and the maximum value in Max.

value.Web Intelligence displays the minimum and/or maximum values youspecified on the axis.

To show or hide data values

1. Right-click the chart and select Edit Format.2. Open the Appearance > Data group in the Properties tab.3. Select Show data to show the data.

To vary the data markers for each result1. Right-click the chart and select Edit Format.2. Open the Appearance > Data property group in the Properties tab.3. Select Vary data markers.

You can only vary the data markers for each result on the following charttypes: 2D Line charts, 2D Bar and Line charts, and Radar charts.



Linear and logarithmic axes scalesBy default, Web Intelligence displays the Y-axis on charts as a linear scale.You can set the axis to a logarithmic scale. Logarithmic scales allow you toexamine values that span many orders of magnitude without losinginformation on the smaller scales.

In a linear scale, the axis markers are evenly spaced. Linear scales arebased on addition. Consider, for example, the linear sequence: 1, 3, 5, 7, 9

To get the next number in the sequence, you add 2 to the previous number.

Logarithmic scales are based on multiplication rather than addition. In alogarithmic scale, the steps increase or decrease in size. Logarithmic scalesare based on multiplication (or division). Consider, for example, thelogarithmic sequence: 2, 4, 8, 16, 32

To get the next number in the sequence, you multiply the previous numberby 2. We can say that this sequence represents ``base 2.''

Consider the following sequence: 1, 10, 100, 1000, 10000

This sequence represents ``base 10,'' because you get the next term in thesequence by multiplying the previous term by 10.

To display the Y Axis logarithmically in the Java Report Panel1. Right-click the chart and select Edit Format.2. Open the Appearance > Y Axis > Scale property group in the Properties

tab.3. Select Logarithmic.

A logarithmic scale uniformly presents percent changes rather than pointchanges. In other words, the distance from 1 to 2 (100% increase) is thesame as the distance from 2 to 4 (another 100% increase).

Formatting numbers and dates

Predefined and custom formats

You can change how values display in specific cells or on chart axes. Youdo this by applying predefined formats available in Web Intelligence or by


10Working with reportsFormatting numbers and dates

creating your own custom formats. You can save your custom formats forreuse on multiple blocks and reports in the same document.

Predefined formats

You can change how values display in specific cells or on chart axes. Youdo this by applying predefined formats available in Web Intelligence or bycreating your own custom formats. You can save your custom formats forreuse on multiple blocks and reports in the same document.

The following predefined formats are available for cells:

DescriptionFormat

The format defined for the object onthe universe.Default

Formats for decimal or integer values.Number

Formats for currency values.Currency

Date and time formats.Date/Time

Formats for true and false values.Boolean

To apply a predefined format1. Right-click a cell and click Format Number on the shortcut menu.

The "Format Number" dialog box appears.

2. Click a format in the Format Type list.The available formats for the format type you selected appear in theProperties pane.

3. Click OK.Web Intelligence applies the new format to the cell.


Working with reports10 Formatting numbers and dates

Custom formats

You can use the Custom format type to define a customized number formatfor any cell. The following table lists the strings you can use to create customformats:

ExampleDisplay(s)Character(s)

‘12345’ with the format#,##0 gives ‘12,345’ (ifyour locale defines thegrouping separator as acomma) or ‘12 345’ (ifyour locale defines thegrouping separator as aspace)

The corresponding digit.If the number has lessdigits than the number of# characters used tospecify the format, noleading zeros are insert-ed.

#

‘123’ with the format#0,000 gives ‘0,123’

The corresponding digit.If the number has lessdigits than the number of0 characters used tospecify the format, aleading zero(s) is insertedbefore the number.

0

‘1234567’ with the format#,##0 gives ‘1,234,567’(if you locale defines thegrouping separator as acomma) or ‘1 234 567’ (ifyour locale defines thegrouping separator as anon-breaking space)

The grouping separatoras defined by your locale.,

‘12.34’ with the format#.#0 gives ‘12.34’ (if yourlocale defines the decimalseparator as a period) or‘12,34’ (if your locale de-fines the decimal separa-tor as a comma)

The decimal separator asdefined by your locale..




Displays a percentagesign (%) after the resultand multiplies the resultby 100.

[%]%

The % sign after the re-sult, but does not multiplythe result by 100.

%

‘1234567’ with the format# ##0 gives ‘1234 567’A non-breaking space ( )

‘705.15’ with the format$#.#0 gives ‘$705.15’ orwith the format #,#0 €gives ‘705,15 €’

The alphanumeric charac-ter.

1, 2, 3, a, b, c, $, £, €(and so on)

‘150’ with the format#,##0[Red] gives ‘150’#,##0[Blue] gives -’150’

The value in the specifiedcolor.

[Red], [Blue], [Green],[Yellow], [Gray], [White],[Dark Red], [Dark Blue],[Dark Green]

The first day of a monthwith the format d gives ‘1’

The number of the day inthe month with no leadingzeros. If the date for dayis less than two charac-ters, the date displayswithout a zero before it.

d

The first day of a monthwith the format dd gives‘01’

The number of the daywith leading zeros. If thedate for day is less thantwo characters, the datedisplays with a zero be-fore it.

dd

Monday’ with the formatddd gives ‘Mon’

The name of the day ab-breviated. The first letteris capitalized.

ddd




‘Monday’ with the formatdddd gives ‘Monday’

The name of the day infull. The first letter is cap-italized.

dddd

‘Monday’ with the formatdddd dd gives ‘Monday01’

The day of the week fol-lowed by a space and thenumber of the day.

dddd dd

‘January’ with the formatM gives '1'

The number of the monthwith no leading zeros. Ifthe number for month isless than two characters,the number displayswithout a zero before it.

M

‘January’ with the formatMM gives 01

The number of the monthwith leading zeros. If thenumber for month is lessthan two characters, thenumber displays with azero before it.

MM

‘January’ with the formatmmm gives Jan

The name of the monthabbreviated. The first let-ter is capitalized.

mmm

‘January’ with the formatmmmm gives January

The name of the monthin full. The first letter iscapitalized.

mmmm

‘2003’ with the format yygives ‘03’

The last two digits foryear.yy

‘2003’ with the formatyyyy gives ‘2003’All four digits for year.yyyy




‘21:05:03’ with the formath:mm:ss a gives ‘9:05:03PM’

The hour with no leadingzeros and the minutesand seconds with leadingzeros. The “a” characterdisplays AM or PM afterthe time.

h:mm:ss a

‘21:00’ with the format HHgives ‘21’

The hour according to the24-hour clock.HH

‘21:00’ with the format hhgives ‘09’

The hour according to the12-hour clock.hh

‘7.15 am’ with the formatHH:mm gives ‘07:15’

The hour and minuteswith leading zeros.HH:mm

‘7.15 am’ with the formatHH:mm:ss gives‘07:15:00’

The hour, minutes, andseconds with leading ze-ros.

HH:mm:ss

‘07:15:03’ with the formatmm:ss gives ‘15:03’

The minutes, and sec-onds with leading zeros.mm:ss

To define a custom format1. Right-click the cell(s) to which you want to apply a custom format.2. Select Number Format.

The "Number Format" dialog box appears.

3. In the Format Type list, select the format category that corresponds tothe data type in the selected cell.

4. Select the Custom check box.Text boxes appear for you to type your custom format(s).

5. Select a format listed in the Properties pane, and then edit the selectedformat by typing additional characters in one or more text boxes.For example, if you want to create a custom format for Number values,type the custom format you want in the Positive, Negative, and Equalto Zero boxes. If you want to create a custom format for Boolean values,type the custom format you want in the True and False boxes.



6. Click Add.You cannot delete or edit custom formats. To change a custom format,you need to create a new custom format and apply the new format to theselected cell(s). Any custom formats not applied to cells in a documentare deleted automatically when you close the Web Intelligence JavaReport Panel.

To apply a custom format1. Right-click the cell(s) to which you want to apply the custom format.2. Select Number Format.

The Number Format dialog box appears.

3. Select Custom.4. The list of custom formats already included in the document appears in

the Properties pane.5. Select the custom format you want.6. Click OK.

Web Intelligence applies the custom format to the selected cell(s).



Web Intelligence errormessages

11

Web Intelligence HTML (WIH) ErrorMessages

Invalid block definition. (WIH 00001)

Cause

You have tried to run the query, or access the Report Filters, Properties, orFormat tab without completing the following criteria:

• For tables, crosstabs, and forms, you must allocate objects to each field.

• For all chart types, you must allocate measure objects only to the Y-Axis.

• For all chart types except pie charts, you must allocate at least onedimension or detail object to the X-Axis.

• For all chart types, except pie charts, if you have allocated more than oneobject to the Y-Axis, you cannot allocate any objects to the Z-Axis.

• For pie charts, you can allocate only one measure object to the Y-Axis.

• For pie charts, you must allocate at least one object to the X-Axis.

Action

Properly allocate the objects to each necessary field, then access the tabyou want or run the query.

This object has already been inserted. (WIH 00002)

Cause

You cannot insert the same object more than once in a query.

Action

Choose another object, or run the query with the object you have selected.


Web Intelligence error messages11 Web Intelligence HTML (WIH) Error Messages

This filter has already been inserted. (WIH 00003)

Cause

You cannot insert the same predefined filter more than once in a query.

Action

Choose another predefined filter, or run the query with the predefined filteryou have already selected.

This document includes advanced formatting that requires the Java ReportPanel. (WIH 00004)

Cause

You have tried to open a document created in the Java Report Panelcontaining one of the following elements:

• more than one report

• more than one report block

• filters defined for either a section or report block

• a non-embedded section

• more than three freestanding cells in the page header or footer

• more than one freestanding cell in the top of the report

• more than one freestanding cell in each section of the report

Action

Open the document with the Java Report Panel.


11Web Intelligence error messagesWeb Intelligence HTML (WIH) Error Messages

Cannot insert measures on the X-Axis. (WIH 00005)

Cause

You cannot insert a measure on the X-Axis of a chart. You can only insert ameasure on the Y-Axis.

Action

Insert the measure on the Y-Axis.

Cannot insert dimensions or details on the Y-Axis. (WIH 00006)

Cause

You cannot insert a dimension or detail on the Y-Axis of a chart. You canonly insert a measure on the Y-Axis.

Action

Insert the dimension or detail on either the X- or Z-Axis.

Cannot insert measures on the Z-Axis. (WIH 00007)

Cause

You cannot insert a measure on the Z-Axis of a chart. You can only insert ameasure on the Y-Axis.

Action

Insert the measure on the Y-Axis.



You must insert a result object before choosing another tab. (WIH 00008)

Cause

You tried to access another tab without inserting objects to the report.

Action

Insert one or more objects to the report in the Universe Objects pane in theQuery tab.

You cannot create a section using a measure. (WIH 00009)

Cause

You can only create sections on dimensions. For example, you can createsections for time periods, geographies, product categories, customers andso on. You cannot create sections on measures, for example, sales revenue,margin, or unit sold.

Action

Select a dimension to create a section.

You cannot insert dimension or detail objects on the Z-axis of this type ofchart. (WIH 00010)

Cause

You can only insert measure objects on the Z-axis of this chart type.

Action

Select a measure for the Z-axis.


11Web Intelligence error messagesWeb Intelligence HTML (WIH) Error Messages

You cannot insert dimension or detail objects on the X-axis of this type ofchart. (WIH 00011)

Cause

You can only insert measure objects on the X-axis of this chart type.

Action

Select a measure for the X-axis.

Report names cannot be blank. Close this dialog box and then enter a namefor the report. (WIH 00012)

Cause

All reports in a document need to be named.

Action

Type a name for this report in the Name text box displayed in either theRename or Insert Report dialog box.

Tip: To launch these dialog boxes:

• Go to the HTML Report Panel Report tab, and then click the link in theCurrent Report section of the options, which says: To manage reports inthis document, click here.

• Select a report, and then click rename to display the Rename dialog box.

The document could not be saved. (WIH 00014)

Cause

Web Intelligence was unable to save the document to the repository. Thiserror can occur for a number of reasons. For example: you do not have thesecurity rights to the folder where you tried to save the document.



Action

See your BusinessObjects Administrator to determine why you could notsave the document.

Web Intelligence JavaReport Panel (WIJ)Error Messages

Web Intelligence Java Report Panel error messages include the following:

CategoryRange

Web Intelligence Java Report PanelWIJ 10000 - WIJ 77779

You need to use the Formula Editor to create a formula. (Error: WIJ 10000)

Cause

You typed a formula into a cell using the Cell Properties panel instead of theFormula Editor.

Action

Launch the Formula Editor and define the formula in the Formula Definitionpane.

You cannot create a variable that has the same name as an existing documentobject. Give the new variable a different name. (Error: WIJ 10001)

Cause

A single Web Intelligence document cannot contain multiple objects orvariables with the same name.


11Web Intelligence error messagesWeb Intelligence Java Report Panel (WIJ) Error Messages

Action

To save a new variable, give the variable a name that is different from theobjects and variables already included in the document.

You cannot position this report component in relation to\na block, cell, orsection that is positioned relative\nto this report component. Select a differentblock,\ncell or section in the \"Relative to...of\" dropdown\nlist or unselectthe \"Relative to\" option. (Error: WIJ 10500)

Cause

When you position a report component in relation to another report componentthat references the selected one, you create a circular attachment.

Action

Select a different block, cell, or section in the Relative to...of: dropdown list.

Alternatively, unselect the Relative to: option for the selected reportcomponent.

The Web Intelligence Java Report Panel requires the Java RuntimeEnvironment (JRE) 1.4.2_01. The currently installed JRE is {0}. Contact yourBusiness Objects administrator to upgrade to 1.4.2_01 or select the [defaultVM] entry in the [Java Plug-in Control Panel], if you already have the requiredversion installed. (Error: WIJ 11111)

Cause

When you use the Web Intelligence Java Report Panel, a Java applet isinstalled on your local PC. The Java Runtime Environment 1.4.2_01 (or laterversion) needs to be installed and selected in order for the report panel tofunction.

Action

If Java Runtime Environment 1.4.2_01 (or later version) is already installedon your PC, then launch the Java Plugin Control panel. To do this:


Web Intelligence error messages11 Web Intelligence Java Report Panel (WIJ) Error Messages

• Select the Windows menu: Start>Settings>Control Panel.

• Double-click Java Plug-in.

• On the Advanced tab, select Use Java Plug-in Default, then click Apply.

Or

Contact your Business Objects administrator, and request help with installingJava Runtime Environment 1.4.2_01 (or later version).

An error occurred while the document was being decoded. Try to open thedocument in InfoView. If this doesn't work, see your Business Objectsadministrator. (Error: WIJ 20000)

Cause

Web Intelligence cannot decode and open the document in the Java ReportPanel.

Action

Open the document in InfoView by clicking the document title where thedocument is listed on the InfoView Corporate Documents or PersonalDocuments page.

If this does not work, see your BusinessObjects administrator.

An unexpected problem occurred when Web Intelligence tried to refresh thedocument data and open the document.\nThe data source has been modifiedor deleted, or a prompt on the document has no value selected. (Error: WIJ20001)

Cause

The document has the Refresh on open option selected. One or more of thefollowing explanations can account for this error:

• The data source has been modified since the document was created.

• The data source has been deleted since the document was created.



• One or more prompts have no values selected.

Action

See your BusinessObjects administrator.

Unexpected error\nIf you cannot reconnect to the server, close WebIntelligence and start again. (WIJ 20002)

Cause

The server may be down or your user session may be closed.

Action


Unable to get the first page of the current report - Web Intelligence will switchto structure view (WIJ 20003).

Cause

The report contains structural errors. This means that Web Intelligence cannotdecode the report and display the results.

Action

Do one of the following:

• View the report in Structure View and verify the report structure. Forexample, errors can be caused if report blocks overlap or if the structureof a table contains cells that create an asymmetrical table format. Modifythe report structure appropriately.

• Contact your administrator and request them to search for structuralanomalies in the report.



The query in this document is empty. Check that the Result Objects pane onthe query tab includes objects before running the query (ERR WIJ 30000).

Cause

If the query does not contain any objects, Web Intelligence cannot run thequery and retrieve data from the database.

Action

Edit the query and add the appropriate objects to the Query pane.

At least one query in this document is empty. Check that the Result Objectspane on each query tab includes objects before running the queries (ERRWIJ 30001).

Cause

If a query does not contain any objects, Web Intelligence cannot run thequery and retrieve data from the database. This is the case even if thedocument contains multiple queries.

Action

Go to the Query pane and verify each Query tab. Add the appropriate objectsto the Query tab that is empty.

Out of memory.\nReduce the browser window size or re-launch the reportpanel. (Error: WIJ 30003).

Cause

Your computer has run out of the memory necessary to operate the WebIntelligence Java Report Panel. This may be because your browser windowsize is too large.



Action


• Use your cursor to reduce the size of the browser window displaying theJava Report Panel.

• Go back to the InfoView browser window and re-launch the Java ReportPanel, by opening an existing document or by creating a new document.

Your user profile does not allow you to save personal or corporate documents.Contact your Business Objects administrator (ERR WIJ 40001).

Cause

Your user profile, defined by your administrator, does not allow you to savepersonal or corporate documents.

Action

If you think you need to be allowed to save personal documents and/orcorporate documents to InfoView, contact your Business Objects administratorto request they modify your security profile.

An unexpected error occurred. Contact your Business Objects administratorwith details of the actions you performed before the error occurred. (Error:WIJ 44444)

Cause

This message appears when an unexpected error occurs that WebIntelligence cannot analyze.

Action

Provide your BusinessObjects administrator with details of how the erroroccurred. Your administrator will need to activate the tracing in order to findan explanation and solution for this error. Full information about systemtracing is available in the System Administrator's Guide for Windows and theSystem Administrator's Guide for UNIX.



The information sent to the server contains invalid character(s).\n Use theUndo button to cancel the latest changes to the document and then retry.(Error: WIJ 55555)

Cause

Web Intelligence sends information on the document format and datadefinition to the server in XML code in order to render the document and theresults. This error means that there is an error in the XML.

Action

Use the Undo button on the report panel toolbar to remove the erroneousmodification made to the document, and then run the query or refresh thedocument again.

Web Intelligence cannot retrieve this document due to a server problem oran error in the document structure. See your Business Objects administrator.(Error: WIJ 77777).

Cause

The Web Intelligence Java Report Panel cannot retrieve the documentbecause the server is down.

Action


Your Web Intelligence session has timed out. Log out and log in again toInfoView. (Error: WIJ 77778)

Cause

You have remained logged in to InfoView without using Web Intelligence forlonger than the maximum time allowed by the Business Objects system.



Action

Log out and then log back into InfoView to continue using Web Intelligence(you will lose any unsaved modifications you made previous to timeout).

To increase the length of time you are allowed to remain logged in to InfoViewwithout using Web Intelligence, ask your BusinessObjects administrator toincrease your session timeout parameter.

Web Intelligence Server (WIS) ErrorMessages

Web Intelligence Server error messages include the following:

CategoryRange

Web Intelligence ServerWIS 00001 - WIS 40000

Some objects are no longer available in the universe. (WIS00001)

Cause

One or more objects in a universe are no longer available to a document.

Action

Delete the objects from the query that seem to be missing. The availableobjects are listed on the Data tab. Rebuild the query without the obsoleteobjects.


Web Intelligence error messages11 Web Intelligence Server (WIS) Error Messages

Some objects are not available to your user profile. You cannot refresh thisdocument. See your Business Objects administrator. (Error: WIS 00002)

Cause

You do not have the correct user rights to access the data for one or moreobjects included in a query. As you are not permitted to access the data forthese objects, you cannot refresh the report.

Action

Ask your BusinessObjects administrator to change your user profile to makethese objects accessible.

Some pre-defined filters are no longer available in the universe. (WIS00003)

Cause

One or more predefined filters are no longer available in the universe.Predefined filters are condition objects that are predefined WHERE clauses.You use these to restrict the data returned in a query.

Action

Remove the predefined filters from the query, and manually create the samecondition in the query by using the appropriate operators and operands.

Some database tables are no longer available in the universe. See yourBusiness Objects administrator. (Error: WIS 00004)

Cause

One or more database tables referenced by objects in the universe are nolonger available. The tables may have been renamed, or removed from thedatabase.


11Web Intelligence error messagesWeb Intelligence Server (WIS) Error Messages

Action

The universe designer can update the universe structure by selecting View> Refresh Structure in Designer.

Invalid Prompt definition. See your BusinessObjects administrator. (WIS00005)

Cause

The syntax in the prompt is not valid, or the prompt makes reference to anobject that no longer exists in the universe.

Action

The universe designer can verify that the prompt syntax is correct, and checkthat all objects referenced in the prompt exist.

Invalid Aggregate Aware definition. See your Business Objects administrator.(Error: WIS 00006)

Cause

One or more objects in the query use the aggregate aware function in theirdefinition. The syntax for the aggregate aware function is not valid.

Action

The universe designer must verify that the aggregate aware syntax is correct.

A filter contains a wrong value. You cannot run this query. (WIS00007)

Cause

The filter has a wrong operand. For example, a filter with an empty constant,or a filter that deals with numeric values is defined with an alphanumericvalue.



Action

Verify the filter syntax.

The query cannot run, because it contains incompatible objects. See yourBusiness Objects administrator. (Error: WIS 00008)

Cause

The query contains objects that return data sets that can not be combinedor synchronized. This can be due to parameters that have not been set inthe universe to allow multiple SQL statements for each context, or multipleSQL statements for each measure.

Action

The universe designer can do the following:

• Select the options Multiple SQL statements for each context and MultipleSQL statements for each measure. These are on the SQL page of theUniverse Parameters dialog box.

• Create a new context that includes the incompatible objects.

The query cannot run as an advanced filter contains an incompatible object.See your BusinessObjects administrator. (WIS00009)

Cause

The advanced filter is a subquery. You can not combine incompatible objectsin a sub query.

Action

Change the advanced filter definition to use only compatible objects.



The universe does not allow using a complex expression in a GROUP BYstatement. You cannot run this query. See your BusinessObjects administrator.(WIS00010)

Cause

A query contains a GROUP BY clause that uses formulas or aliases. Theuniverse does not allow these expressions in GROUP BY clauses. Thebehavior is determined by the parameter<Parameter Name="GROUPBY_EXCLUDE_COMPLEX">Y</Parameter>

in the PRM file for the target RDBMS.

Action

You have two solutions:

• Modify the query so that objects using formulas or aliases are not includedin the query.

• A universe designer can open the PRM file for the target RDBMS andchange the value for the parameter GROUPBY_EXCLUDE_COMPLEXto N. This change should be made only if you are sure that your RDBMSsupports complex GROUP BY expressions.

The object(s): {obj_list} contain multiple attributes. This syntax is no longersupported in this version. See your Business Objects administrator. (Error:WIS 00011)

Cause

One or more objects in the query use a comma (",") instead of a concatenationoperator in their definition. This syntax is no longer supported for currentversions.

Action

The universe designer has three options:



• Redefine the objects that use the comma to concatenate the data for twoobjects. You can use the standard concatenation operator for yourRDBMS.

• If you do not want to redefine the objects, you can add the following lineto the PRM file for the target RDBMS:<Parameter Name = "REPLACE_COMMA_BY_SEPARATOR"=Y>

This will enable the comma to be accepted syntax for concatenation inobject definitions.

• Set the value of REPLACE_COMMA_BY_CONCAT to "Yes" in theuniverse.

You can not run this query as it will produce a Cartesian product. See yourBusinessObjects administrator. (WIS00012)

Cause

The query will produce a Cartesian product. This is a result set that containsall possible combinations of rows from the tables inferred by objects in thequery. This is rarely a correct result. Parameters have been set in the universeto prevent Cartesian products.

Action

The universe designer has two options:

• Modify the universe table schema to include the appropriate joins andrestrictions to prevent the possible occurrence of a Cartesian product.

• If Cartesian products are acceptable in your business context, then fromDesigner, set the Cartesian Products option to Warn. This option is onthe SQLl page of Universe Parameters dialog box. The user will bewarned, but the production of a Cartesian product will not be prevented.



SQL generation failed. See your BusinessObjects administrator. (WIS00013)

Cause

Error occurs during SQL generation of the query. This can be due to a numberof reasons; for example the query doesn't involve any table in the database.

Action

Ask your BusinessObjects administrator to check the SQL associated withthe objects involved in the query.

Aggregate aware resolution failed. (WIS00014)

Cause

The query objects exclude all possible SQL choices for an aggregate awarefunction.

Action

The universe designer can remove the incompatibility between the objectsin Designer. Select Tools > Aggregate Navigation and remove theincompatibility for the concerned objects.

Multiple query filters contain a prompt with the same text, but the promptsuse a different operand type or operator count of values. (Error: WIS 00015)

Cause

The query has multiple prompts that display the same message. WebIntelligence combines prompts with the same message and displays theprompt once. If the operator defined for some of these prompts requires youto enter one value while the operator in other prompts with the same messagerequires you to enter multiple values, Web Intelligence cannot combine theprompt.



Action

You need to modify the definition of the prompts. How you do this dependson how you are viewing the document:

• Via InfoView -- click the Edit link, and then use the Web Intelligence reportpanel options to modify the prompts. For more information on how to dothis, refer to the Building Reports Using the Java Report Panel or BuildingReports Using the HTML Report Panel guide.

• In the Web Intelligence Java Report Panel -- go to Query View by clickingEdit Query in the report panel toolbar, and then double-click the promptsyou want to edit and select operators for each prompt. For moreinformation on how to do this, refer to the Building Reports Using the JavaReport Panel or Building Reports Using the HTML Report Panel guide.

Example:

The operators you define for the prompts with the same message text mustall require one of the following:

• one value (for example: Equal to, Different from, Greater than, Greaterthan or equal to, Less than, Less than or equal to, Except.)

• multiple values when the prompt is answered (for example: Between,Not between, In list, Not in list, Matches pattern, Different from pattern,Both.)

The Query contains an @script() function, which is not supported. See yourBusinessObjects administrator. (WIS00016)

Cause

The SQL generated by the query for this document includes an @Script()function, which is not supported.

Action

Your administrator will need to remove the @Script in the universe selectedfor this document.



The following objects cannot be used as Result Objects: {0}. (WIS00017)

Cause

The query definition for this document includes objects in the Result Objectspane that cannot be used in queries.

Action


• Go to Query View by clicking the Edit Query button on the report paneltoolbar, and then remove the listed objects from the Result Objects pane.

• Contact your BusinessObjects administrator and request the ability toinclude the listed objects in the Result Objects defined for the query.

The following objects cannot be used as Query Filters: {0}. See yourBusinessObjects Designer to resolve the conditional object. (WIS00018)

Cause

The query definition for this document includes objects in the Query Filterspane that cannot be used in query filters.

Action


• Go to Query View by clicking the Edit Query button on the report paneltoolbar, and then remove the listed objects from the Query Filters pane.

• Contact your BusinessObjects administrator and request the ability toinclude the listed objects in filters defined on the query



A query filter object contains too many values for the object to be used in aquery filter. (Error: WIS 0019) (WIS 00019)

Cause

Too many values were selected in the query filter

Action

Select fewer values

The SQL generated by the query is invalid. (WIS00020)

Cause

The SQL generated by the query is invalid

Action

Verify the query and the generated SQL

This combined query is too complex. One of the queries contains incompatibleobjects. (WIS00021)

Cause

One of the queries in the combined queries contains incompatible objects

Action

Remove the incompatible objects



The query does not reference any table. (WIS00022)

Cause

The query does not reference a database table

Action

Modify the query to reference a table

Invalid sub-query filter. Either data cannot be retrieved (null) or no resultobjects are defined (Error: WIS 00023)

Cause

The sub-query contains an invalid filter that returns null data

Action

Modify the sub-query filter

Incompatible object types in the sub-query filter (WIS00024)

Cause

The sub-query filter contains incompatible object types

Action

Modify the sub-query filter

The query is too complex to apply a sampling function. When the function isapplied, no SQL is generated so query aborts. Try to simplify your query (



such as, combined query, or query with JOIN or SYNCHRO operators) (Error:WIS 00025)

Cause

<cause here>

Action

<action here>

Failed to regenerate SQL for optional prompts: one or more requred promptswere skipped. (WIS00026)

Cause

<cause here>

Action

<action here>

Removing skipped prompts from the query will introduce new prompts. Thisintroduces complexities that cannot be supported. (Error: WIS 00027)

Cause

""action=""

Action

""



You must specify a value for the Keydate parameter. (WIS 00028)

Cause

A value was not specified for the Keydate.

Action

Specify a value for the Keydate.

The universe is already open with write permission by another user. (WIS00029)

Cause

"action="

Action

Universe not found. See your Business Objects administrator. (Error: WIS00501)

Cause

The universe used to refresh the document is not available; for example theuniverse does not exist, or has been moved.

Action

The universe designer can check that the universe is present in the repository,and is accessible to the connection. If you are dealing with a linked universe,check that the links are still valid.

Contact your BusinessObjects administrator with this information.



User rights not found. See your Business Objects administrator. (Error: WIS00502)

Cause

You cannot retrieve the list of user rights from the repository. This may bebecause the server which hosts the repository is down or the networkconnection is not working.

Action

Verify the network connection by "pinging" the server. If the network is runningproperly, the database administrator should then use database middleware(such as Net8 for Oracle) to check if there is any response from the repositorydatabase.

You are not authorized to access the universe {0}. See your BusinessObjectsUniverse Designer or administrator to request rights. (WIS00503)

Cause

Your user profile has the current universe as "Disabled." This user profileparameter is set by your administrator.

Action

Contact your administrator to request a modification to your user profile, sothat you can access this universe.

You do not have the right to access data for this universe. See yourBusinessObjects Universe Designer or administrator to request rights.(WIS00504)

Cause

You do not have the right to access data in the universe



Action

See your Business Objects adminsitrator for data access rights to the universe

You do not have the right to access data for this universe connection. Seeyour BusinessObjects Universe Designer or administrator to request rights.(WIS00505)

Cause

You do not have the right to view data provided by the universe connection.

Action

Ask your Business Objects administrator to grant you the right to view thedata.

Could not download the universe {unv_name} from the CMS for the followingreason: {cachemgr_errmsg}. See your Business Objects administrator forfurther information. (Error: WIS 00506)

Cause

The universe could not be downloaded.

Action

See your Business Objects administrator.

You do not have the right to access data for this core universe. See yourBusinessObjects Universe Designer or administrator to request rights.(WIS00507)

Cause

You do not have the right to access the data in the universe.



Action


Single Sign On is not supported on unix platforms. (WIS00508)

Cause

You cannot use Single Sign On on the Unix platform.

Action


Universe data connection could not be found. The connection has beendeleted or you don't have the right to use it. (WIS00509)

Cause

The universe data connection is not available

Action

See your Business Objects administrator

The system cannot generate the SQL for this query because one of its objectsis based on a derived table (table_name) that contains a loop in its definition.Please contact your administrator for more details. (WIS 00510)

Cause

Web Intelligence cannot generate the query SQL.

Action




The system cannot generate the SQL for this query because one of its objectsis based on a derived table (table_name) that is unknown. Please contactyour administrator for more details. (WIS 00511)

Cause


Action


The system cannot generate the SQL for this query because one of its objectsis based on a derived table (table_name) with an incorrect definition. Pleasecontact your administrator for more details. (WIS 00512)

Cause


Action


Syntax error in formula '%1%' at position %2%. (WIS 10001)

Cause

There is a syntax error in your formula at the position indicated.

Action

Correct the formula syntax.



Problem initializing the dictionary of functions. (WIS 10002)

Cause

Web Intelligence could not initialize the dictionary of functions.

Action


The object '%1%' at position '%2%' is not unique in the report. (WIS 10005)

Cause

The object {object} has a name that conflicts with the name of another objectin the report.

Action

Use the fully-qualified name for {object}.

The object '%1%' at position '%2%' does not exist in the report. (WIS 10006)

Cause

The formula refers to an object that no longer exists in the report.

Action

Remove the reference to the object from the formula.



Unexpected empty expression after '='. (WIS 10009)

Cause

A formula contains an empty expression after an '=' operator.

Action

Supply an expression after the '=' operator.

The number '%1%' at position '%2%' has a format that is incompatible withyour regional settings. (WIS 10012)

Cause

The format of the number {number} is not compatible with your regionalsettings.

Action

Change the number format to conform with the format permitted by yourregional settings.

The integer '%1%' at position '%2%' is too long. (WIS 10013)

Cause

An integer in a formula exceeds the Web Intelligence limit.

Action

Edit the formula.



The number '%1%' at position '%2%' has a format that is incompatible withyour regional settings. (WIS 10014)

Cause

The format of the real number {number} is not compatible with your regionalsettings.

Action

Change the number format to conform with the format permitted by yourregional settings.

Missing quotation mark after '%1%' at position '%2%'. (WIS 10016)

Cause

There is a missing closing quotation mark in the formula.

Action

Add the closing quotation mark.

The object name '%1%' at position '%2%' is ambiguous. (WIS 10019)

Cause

A formula contains an object name that is ambiguous.

Action

Use the fully-qualified object name (qualify the object name with its class)to remove the ambiguity.



Empty list of Identifier is not allowed in this input/output context. (WIS 10032)

Cause

The list of dimensions in the input or output context must not be empty.

Action

Update the input or output context.

The variable '%1%' cannot be deleted because it has dependant formulas orvariables linked to: '%2%' (WIS 10033)

Cause

The variable cannot be deleted because it is referenced by other variablesor formulas.

Action

Delete the dependent formulas/variables before deleting the variable.

The variable '%1%' already exists. (WIS 10034)

Cause

You attempted to create a variable or update a variable name using a variablename that already exists.

Action

Choose a variable name that does not already exist.



The date or time format '%1%' at position '%2%' is not valid. (WIS 10035)

Cause

The formula contains an invalid date/time format (for example, "bb/MM/yyyy").

Action

Specify a valid date/time format in the formula.

The expression or sub-expression at position '%2%' is not valid. (WIS 10036)

Cause

The formula contains an invalid expression/sub-expression.

Action

Specify a valid expression/sub-expression.

The expression or sub-expression at position '%2%' in the '%1%' functionuses an invalid data type. (WIS 10037)

Cause

An expression contains an invalid data type. (For example, you haveattempted to pass a string to a function that requires a date.)

Action

Use a valid data type in the expression.



Invalid character '%1%' in variable name at position '%2%'. (WIS 10038)

Cause

The character {character} is not valid in the variable name.

Action

Remove {character} from the variable name.

The context of the measure '%1%' at position '%2%' is not valid. (WIS 10039)

Cause

The calculation context of {measure} is not valid.

Action

Specify a valid context.

The formula for variable '%1%' contains a reference to a variable with thesame short name. You must use the fully-qualified variable name in the formulato remove this ambiguity. (WIS 10040)

Cause

The formula of a variable references another variable with the same shortname.

Action

Use the fully-qualified variable name.



Incorrect use of multiple comparison operators (<,>,<>,<=,>=,=) at position'%2%'. (WIS 10041)

Cause

The formula uses multiple comparison operators incorrectly (for example:if(1<2=3;0;-1)).

Action

Re-structure the formula to avoid using comparison operators incorrectly.

There is a circular reference because the formula for variable '%1%' referencesa variable whose formula references '%1%'. (WIS 10042)

Cause

A formula contains a circular reference.

Action

Remove the circular reference.

There is no opening parenthesis after function '%1%' at position %2%. (WIS10060)

Cause

The opening parenthesis is missing after a function name.

Action

Supply the opening parenthesis.



The function '%1%' has missing arguments or closing parenthesis at position%2%. (WIS 10061)

Cause

Arguments or a closing parenthesis are missing from the formula.

Action

Supply the arguments or closing parenthesis.

Missing ';' before argument in function '%1%' at position %2%. (WIS 10062)

Cause

A semicolon is missing from the formula.

Action

Supply the semicolon.

Missing ';' or closing parenthesis in function '%1%' at position %2%. (WIS10063)

Cause

A semicolon or closing parenthesis is missing from the function.

Action

Supply the semicolon or closing parenthesis.



Missing ';' or closing parenthesis in list '%1%' at position %2%. (WIS 10064)

Cause

A semicolon or closing parenthesis is missing from the formula.

Action

Supply the semicolon or closing parenthesis.

Missing closing parenthesis in function '%1%' at position %2%. (WIS 10065)

Cause

A closing parenthesis is missing from the formula.

Action

Supply the closing parenthesis.

Missing aggregate operator or closing parenthesis in function '%1%' atposition %2%. (WIS 10066)

Cause

A closing parenthesis or aggregate operator is missing from the formula.

Action

Supply the closing parenthesis or aggregate operator.



Missing operator or closing parenthesis in '%1%' at position %2%. (WIS 10067)

Cause

An operator or closing parenthesis is missing from the formula.

Action

Supply the operator or closing parenthesis.

Missing list element in '%1%' at position %2%. (WIS 10068)

Cause

to do

Action

to do

Missing object identifier in '%1%' at position %2%. (WIS 10069)

Cause

to do

Action

to do

Missing or bad operand in '%1%' expression at position %2%. (WIS 10070)

Cause

to do



Action

to do

Incorrect calculation context %1%' at position %2%. (WIS 10071)

Cause

to do

Action

to do

Incorrect reset context at position %2%. (WIS 10072)

Cause

The formula contains an incorrect reset context.

Action

Correct the reset context.

Invalid Where clause in function '%1%' : a dimension is missing at position%2%. (WIS 10073)

Cause

The Where clause of the formula is invalid because a dimension is missing.

Action

Add the missing dimension to the Where clause.



The object '%1%' at position %2% is incompatible. (WIS 10076)

Cause

to do

Action

to do

The object '%1%' at position %2% is incompatible. (WIS 10077)

Cause

to do

Action

to do

Invalid character '%1%' at position %2%. (Error: WIS 10080)

Cause

to do

Action

to do

Invalid string '%1%' at position %2%. (WIS 10082)

Cause

to do



Action

to do

The qualification of the variable '%1%' cannot be changed. (WIS 10083)

Cause

to do

Action

to do

Your database server does not support the Both and Except operators. (WIS10701)

Cause

The database on which this document is based does not support the Bothand Except operators. This means that you cannot use the Both operator orthe Except operator when you define filters on the query.

Action

Return to Query View by clicking the Edit Query button on the report paneltoolbar, then do one of the following:

• Remove the filter from the Query Filters pane.

• Double-click the filter on the Query Filters pane, and then select a differentoperator for the filter.

Tip: If the Query Filters pane is not visible in Query View, click the Show/HideFilter Pane button on the Query View toolbar.



A filter is defined on an object that is incompatible with the objects selectedon the Result Objects pane. (WIS 10702)

Cause

One of the query filters is defined on an object which is incompatible with allthe objects selected on the Results Objects pane.

Action

Return to Query View by clicking the Edit Query button on the report paneltoolbar, then do one of the following:

• Remove the filter from the Query Filters pane.

• Remove the objects from the Result Objects pane.

Tip: If the Query Filters pane is not visible in Query View, click the Show/HideFilter Pane button on the Query View toolbar.

The numeric value for the query filter based on '{object}' is invalid . (WIS10703)

Cause

You specified an invalid numeric value for a query filter.

Action

Edit the query filter and specify a valid numeric value.

The date for the query filter based on '{object}' is invalid . (WIS 10704)

Cause

You specified an invalid date for a query filter.



Action

Edit the query filter and specify a valid date.

The prompt '{prompt}' contains an invalid numeric value. (WIS 10705)

Cause

You specified an invalid numeric value for a prompt.

Action

Specify a valid numeric value.

The date for the prompt '{prompt}' is invalid. (WIS 10706)

Cause

You specified an invalid date for a prompt.

Action

Edit the prompt and specify a valid date.

The server cannot build the SQL for the query. (WIS 10707)

Cause

Your query cannot be converted to SQL to run against the database.

Action

Reformulate the query or see your Business Objects administrator.



You do not have the right to refresh this document. (WIS 10801)

Cause

Your user profile does not permit you to view data for one of the objectsincluded in the query for this document.

The security level for objects is set by the Business Objects administrator atyour organization, using the universe design tool Designer. When theobject-level security for objects in a query is different from the security levelspecified in your user profile you cannot refresh the document data.

Action


• Cancel the refresh.

• Request your administrator to modify your user profile, so that you canaccess data for objects with higher levels of security.

The query SQL has {nbHaving} instead of {nbWanted} columns.(WIS 10810)

Cause

to do

Action

to do

Column ({nCol}) has an invalid type. (WIS 10811)

Cause

to do



Action

to do

CustomSQL can not containt optional prompts. (WIS 10812)

Cause

Optional prompts are not supported in custom SQL.

Action

Remove the optional prompts.

Incompatible objects cannot be used in combined queries. (WIS 10820)

Cause

A combined query contains incompatible objects.

Action

Edit the combined query and remove the incompatible objects.

A subquery in the '{dp_name}' data provider has missing objects. (WIS 10830)

Cause

Objects necessary to generate query SQL are missing from a subquery inthe {dp_name} data provider.

Action

Edit the subquery and add the missing objects.



The filtered object is missing in a ranking in the '{dp_name}' data provider.(WIS 10831)

Cause

The filtered object is missing in a ranking.

Action

Edit the ranking and specify the filtered object.

The rank-based object is missing in a ranking in the '{dp_name}' data provider.(WIS 10832)

Cause

The rank-based object is missing in a ranking.

Action

Edit the ranking and specify the rank-based object.

The document cannot be loaded. (WIS 10833)

Cause

The Web Intelligence document could not be loaded.

Action




Additional context resolution not supported with optional prompts. (WIS10834)

Cause

The optional prompts in a query generate additional query context resolutionthat is not supported by Web Intelligence.

Action

Remove the optional prompts or make them obligatory.

Column "{col_name}" contains invalid data. (WIS 10840)

Cause

to do

Action

to do

Invalid UTF-8 string in the column "{col_name}". (WIS 10841)

Cause

to do

Action

to do



Cannot create or update the query on the file "{filename}". (WIS 10850)

Cause

The file {filename} cannot be found on the file system.

Action

Check the location of {filename} or see your Business Objects administrator.

Cannot refresh the query on the file "{filename}". (WIS 10851)

Cause

The file {filename} cannot be found on the file system.

Action

Check the location of {filename} or see your Business Objects administrator.

Unable to refresh the query on this file : the structure of file "{filename}" doesnot match. (WIS 10852)

Cause

to do

Action

to do



Unable to create or update the Excel personal data provider: the file path isinvalid. (WIS 10870)

Cause

Web Intelligence could not find the Excel file on the file system.

Action

Check the location of the Excel file or see your Business Objectsadministrator.

Unable to create or update the Excel personal data provider: the workbookis protected. (WIS 10871)

Cause

The Excel workbook is protected.

Action

Remove the protection from the Excel workbook or see your Business Objectsadministrator if you do not have access to the Excel file.

Unable to create or update the Excel personal data provider: cannot open theworkbook. (WIS 10872)

Cause

Web Intelligence could not open the Excel workbook.

Action

Check the Excel file or see your Business Objects administrator.



Unable to create or update the Excel personal data provider: cannot retrievethe named ranges. (WIS 10873)

Cause

Web Intelligence could not retrieve data from a named range of cells.

Action


Unable to create or update the Excel personal data provider: cannot retrievedata from the file. (WIS 10874)

Cause

Web Intelligence could not retrieve data from the file.

Action


Unable to create or update the Excel personal data provider: cannot retrievedata from the file. (WIS 10875)

Cause

Web Intelligence could not retrieve data from the file.

Action




Unable to create or update the Excel personal data provider: cannot build theiterator on the data set. (WIS 10876)

Cause

A Web Intelligence error occurred (Web Intelligence could not build an iteratoron the data set).

Action


Unable to create or update the Excel personal data provider: no worksheetavailable. (WIS 10877)

Cause

Web Intelligence could not find the Excel worksheet.

Action


Unable to create or update the Excel personal data provider: unable to retrievethe list of worksheets. (WIS 10878)

Cause

Web Intelligence could not retrieve the list of worksheets from the Excel file.

Action




Unable to create or update the Excel personal data provider: invalidinformation retrieved from the selected range. (WIS 10879)

Cause

The data retrieved from the Excel range is invalid.

Action


Unable to create or update the Excel personal data provider: the selectedworksheet is invalid. (WIS 10880)

Cause

The Excel worksheet is invalid.

Action


Unable to create or update the Excel personal data provider: an error occuredwhile retrieving the data sampling. (WIS 10881)

Cause

An error occured during data retrieval.

Action

See your Busines Objects adminstrator.



Unable to create or update the Excel personal data provider: an error occuredwhile creating the data iterator. (WIS 10882)

Cause

Web Intelligence could not create a data iterator.

Action

See your Business Objects adminstrator.

Unable to create or update the Excel personal data provider: an error occuredduring data retrieval. (WIS 10883)

Cause

Web Intelligence could not fetch the data through a data iterator.

Action


Unable to create or update the Excel personal data provider: an internal erroroccured. (WIS 10884)

Cause

An internal error occured.

Action




Unable to create or update the Excel personal data provider: the rangeselection is invalid. (WIS 10885)

Cause

The cell range is discontinuous.

Action


Unable to create or update the Excel personal data provider: the rangeselection does not match the worksheet. (WIS 10886)

Cause

The cell range does not correspond to cells in the worksheet.

Action


A database error occured. The database error text is: {error_db}. (WIS 10901)

Cause

The database that provides the data to this document has generated anerror. Details about the error are provided in the section of the messageindicated by the field code: {error_db}.

Action

Contact your BusinessObjects administrator with the error messageinformation or consult the documentation provided by the supplier of thedatabase.



Could not retrieve data because the query timed out. The database error textis: {error_db}. (WIS 10902)

Cause

The query timed out before it could retrieve its data.

Action

Edit the query to restrict the amount of data it returns or ask your BusinessObjects administrator to increase the timeout limit.

The query contains the field '{db_fieldname}' which has an invalid data type.(WIS 10903)

Cause

The query contains a field with an invalid data type.

Action

Remove the field from the query or see your Business Objects administrator.

The query in this document is empty. (WIS 30000)

Cause

No data is defined for this document.

Action1. Depending on the Web Intelligence report panel you are using, either

click Edit Query or click the Query Tab.

2. Add objects to the Result Objects pane to define the data for the query.

3. Run the query again.



At least one query in the document is empty. (WIS 30001)

Cause

No data is defined for at least one of the queries in this document.

Action1. Click Edit Query on the report panel toolbar.

2. Click the tab for each of the queries in the document to identify the queryor queries that have no objects selected.

3. For each empty query, add objects to the Result Objects pane to definethe data you want Web Intelligence to retrieve.

4. Run the query again.

Your security profile does not include permission to edit the queries in WebIntelligence documents. (WIS 30251)

Cause

Your BusinessObjects administrator has disabled the Edit Query commandin your user profile.

Action

Contact your BusinessObjects administrator to request the ability to edit thequeries in Web Intelligence documents.

Your security profile does not include permission to edit Web Intelligencedocuments. (WIS 30252)

Cause

Your BusinessObjects administrator has disabled the Edit Documentscommand in your user profile.



Action

Contact your BusinessObjects administrator and request the ability to editWeb Intelligence documents.

Your security profile does not include permission to refresh Web Intelligencedocuments. (WIS 30253)

Cause

Your BusinessObjects administrator has disabled the Refresh Documentscommand in your user profile.

Action

Contact your BusinessObjects administrator to request the ability to refreshWeb Intelligence documents.

Your security profile does not include permission to refresh lists of values.(WIS 30254)

Cause

Your BusinessObjects administrator has disabled the Refresh List of Valuescommand in your user profile.

Action

Contact your BusinessObjects administrator to request the ability to refreshlists of values in Web Intelligence documents.



Your security profile does not include permission to use lists of values. (WIS30255)

Cause

Your BusinessObjects administrator has disabled the Use List of Valuescommand in your user profile.

Action

Contact your BusinessObjects administrator to request the ability to use listsof values in Web Intelligence documents.

Your security profile does not include permission to view the SQL generatedby the query. (WIS 30256)

Cause

Your BusinessObjects administrator has disabled the View SQL commandin your user profile.

Action

Contact your BusinessObjects administrator to request the ability to view theSQL in Web Intelligence queries.

Your security profile does not include permission to use the Web Intelligenceformula language. (WIS 30257)

Cause

Your BusinessObjects administrator has disabled the Use FormulaLanguage/Create Variables command in your user profile.



Action

Contact your BusinessObjects administrator to request the ability to use theformula language and create variables in Web Intelligence documents.

Your security profile does not include permission to perform drill analysis.(WIS 30258)

Cause

Your BusinessObjects administrator has disabled the Work in Drill Modecommand in your user profile.

Action

Contact your BusinessObjects administrator to request the ability to drill onWeb Intelligence reports.

Your security profile does not include permission to extend the scope ofanalysis. (WIS 30259)

Cause

You attempted to perform a drill operation outside the defined scope ofanalysis. Your administrator must grant you permission to perform such anoperation.

Action

Contact your administrator.

An internal error occurred while calling the {api_name} API. (WIS 30270)

Cause

Information about the document or the data source is invalid or not available.



The following table provides information about each of the APIs that you maysee named in the {api_name} error message field:

CauseName

The document ID is invalid or the doc-ument is not available.getDocumentInfos

The document category is invalid orWeb Intelligence is unable to retrievethe document from the Business Ob-jects repository.

getCategoriesAndDocuments

The user group or document domainassociated with this document is invalidor cannot be found.

getGroupAndDomains

The list of universes is not available.getDataSourceList

The data provider is invalid or some ofthe objects specified in the query arenot available.

getDataProviderResults

This document cannot be sent via In-foView, because the recipient or thedocument ID is invalid.

sendDocument

This document cannot be saved as acorporate document, because the recip-ient or the document ID is invalid.

publishDocument

Action

Your BusinessObjects administrator can trace the problem that caused theerror by activating the tracking and verifying the trace associated with theAPI.

Note: For information on how to trace system activity, see the BusinessObjects Administrator's Guide.



The document is too large to be processed by the Web Intelligence server.(WIS 30271)

Cause

When you view a Web Intelligence in Portable Document Format (PDF) orMicrosoft Excel format, the Web Intelligence server generates binary basedoutput, which is then interpreted by your web browser. This errors occurs, ifthe size of the binary output is greater than the maximum size specified byyour administrator for the Web Intelligence server.

Action

An administrator can change the parameters set for Maximum binary outputon the Administration Console. However, increasing the maximum binaryoutput can affect performance.

Contact your administrator with this information.

The document is too large to be processed by the Web Intelligence server.(WIS 30272)

Cause

When you view a Web Intelligence document in HTML format, the WebIntelligence server generates character based output, which is theninterpreted by your web browser. This errors occurs, if the size of thecharacter output is greater than the maximum size specified by youradministrator for the Web Intelligence server.

Action

An administrator can change the parameters set for Maximum characteroutput on the Administration Console. However, increasing the maximumbinary output can affect performance.

Contact your administrator with this information.



Web Intelligence cannot build the query or generate the report.(WIS 30351)

Cause

Web Intelligence could not complete one or more of the steps required todefine a query and generate a report. This is due to one of the followingreasons:

• the document was not initialized

• the data source is not valid

• the query was not defined

• the query context was not defined at the universe level

• no values were specified for prompts at the universe level

Action

Your BusinessObjects administrator needs to check the following:

• the connection to the data source

• check the universe for unspecified contexts and prompt values

A query with this name already exists. (WIS 30371)

Cause

Another query used in this document already has this name.

Action

Enter a different name for this query.



You cannot edit this document, because the query property option "Allowother users to edit the query" was not enabled when the document wascreated. (WIS 30381)

Cause

The creator of the document did not select the query property option: "Allowother users to edit the query".

Action

Contact the document creator to ask them to enable the option and resavethe document.

Save a copy of the document as a personal document and then edit thequery in the copy.

An internal error has been generated by the WIQT. Contact yourBusinessObjects administrator. (WIS 30551)

Cause

An unexpected error occurred on the WIQT.

Action

Contact your BusinessObjects administrator, who may need to seekassistance from BusinessObjects Worldwide Customer Support.

Your Web Intelligence WIQT session has reached timeout. Log out and login again to InfoView. (WIS 30553)

Cause

You have remained logged in to InfoView without using Web Intelligence forlonger than the maximum time allowed by the Business Objects system.



Action

Log out and then log back into InfoView to continue using Web Intelligence(you will lose any unsaved modifications you made previous to timeout).

To increase the length of time you are allowed to remain logged in to InfoViewwithout using Web Intelligence, ask your BusinessObjects administrator toincrease your session timeout parameter.

No more WIQT servers are available. The maximum number of concurrentusers is already logged into Web Intelligence. (WIS 30554)

Cause

This error message means that the number of users currently using WebIntelligence has reached the maximum number of concurrent users allowedby your administrator. Administrators specify the number of preregisteredWIQTs generated at system startup, ready to be used as users log in. Thesystem assigns a WIQT to each user session at login.

Action

Try again later, when less users are using Web Intelligence.

Ask your BusinessObjects administrator to increase the number of concurrentusers allowed by Web Intelligence.

Your security profile does not include permission to save documents ascorporate documents or to send documents via InfoView. (WIS 30555)

Cause

Your security profile does not allow you to save Web Intelligence documentsas personal or corporate documents, or to schedule documents.

Action

Contact your BusinessObjects administrator to request the ability to:

• save corporate documents



• send documents to users in own groups

• send documents to users in other groups

A Corporate document with this name already exists. Your security profiledoes not include permission to delete corporate documents created by otherusers. (WIS 30556)

Cause

Your security profile does not allow you to overwrite existing corporatedocuments.

Action

Contact your BusinessObjects administrator, to request the ability to deletecorporate documents saved by other users to InfoView.

There is no document with this name in InfoView. Specify a different documentname. (WIS 30557)

Cause

There is no Web Intelligence document with this name in InfoView for oneof the following reasons:

• You have typed the document name incorrectly

• The document with this name has been deleted from InfoView

Action

Check that you have entered the document correctly.

Note: Deleted documents cannot be retrieved.



Web Intelligence cannot perform the intended action on this document. (WIS30650)

Cause

The Web Intelligence server is unable to complete the current task, becauseof lack of resources or access problems.

Action


• Close Web Intelligence and log out of InfoView, then log back into InfoViewagain.

• Ask your BusinessObjects administrator to verify that your security profileallows you access to the corporate repository.

The Web Intelligence server failed to load the XML document. Contact yourBusinessObjects administrator. (WIS 30751)

Cause

When you migrate a BusinessObjects document to Web Intelligence 6.x, anXML file is created that can be opened by the Web Intelligence Report Server.(The related module on the Administration Console is called theWIReportServer). In this case an unexpected error occurred on the WebIntelligence Report Server, while migrating a BusinessObjects document toWeb Intelligence 6.x.

Action

Your BusinessObjects administrator can trace the problem that caused thiserror by activating the tracking and verifying the trace associated with theWIReportServer. Contact your administrator with this information.



The XML file for this document cannot be opened. Contact yourBusinessObjects administrator. (WIS 30752)

Cause

When you migrate a BusinessObjects document to Web Intelligence 6.x, anXML file is created that can be opened by the Web Intelligence server. Thiserror occurs when the XML file cannot be opened by the Web Intelligenceserver, and so migration cannot be completed. There are two commoncauses:

• The XML is Read Only.

• The file path to the XML file is incorrect.

Action

Contact your BusinessObjects administrator with this information.

An error occurred while parsing the Web Intelligence XML document. Contactyour BusinessObjects administrator. (WIS 30753)

Cause

When you migrate a BusinessObjects document to Web Intelligence 6.x, anXML file is created that can be opened by the Web Intelligence server. Thiserror occurs when the XML file contains structural anomalies that the WebIntelligence server cannot interpret, and so migration cannot be completed.

Action

There are two possible actions that an administrator can take to solve thisproblem:

• Open the XML file with an XML editing tool and verify the structure of thedocument.

• Activate the tracking and verify the trace associated with theWIReportServer.



The Web Intelligence 2.x document could not be migrated. (WIS 30761)

Cause

An unexpected error occurred when trying to migrate a Web Intelligence 2.xdocument to the current Web Intelligence version document format.

Action

An administrator may be able to identify the cause of this error by activatingthe tracking and verifying the trace associated with the Web Intelligenceserver. Contact your BusinessObjects administrator with this information.

This document cannot be migrated. The query and report of the original WebIntelligence 2.x document are not synchronized. Try to refresh and save theoriginal document; then attempt migration again. (WIS 30762)

Cause

In the original Web Intelligence 2.x document, there is a discrepancy betweenthe objects included in the query and the objects included in the report. Thismeans that the Web Intelligence server is unable to interpret the documentcorrectly to migrate it to the current Web Intelligence version documentformat.

Action

To synchronize the data definition in the query and report of the originalWbIntelligence 2.x document:

1. Use Web Intelligence 2.x to open the original document again.

2. Either run the query or refresh the document data.

3. Save the refreshed document.

4. Try to migrate the document again using the Migration Tool.

If you do not have access to Web Intelligence 2.x or the Migration Tool,contact your BusinessObjects administrator with this information.



The Web Intelligence 2.x document could not be migrated, because the WIQTmodule returned an error. Contact your administrator. (WIS 30763)

Cause

The original Web Intelligence 2.x document could not be migrated to thecurrent Web Intelligence version document format, due to an error generatedby the WIQT (Web Intelligence Query Technique) process.

Action

Your BusinessObjects administrator can trace the problem that caused thiserror by activating the tracking and verifying the trace associated with theWIQT. Contact your administrator with this information.

Your user profile does not provide you with access to a document domain tosave corporate documents. Save this document as a personal document orcontact your Business Objects administrator. (WIS 40000)

Cause

Your user profile does not include permission to save documents to acorporate document domain on InfoView.

Action


• Save this document to your Personal Documents area on InfoView bysaving it as a Personal Document

• Contact your Business Objects administrator and request access to acorporate document domain.



Web IntelligenceRichClient (WIO) ErrorMessages

Web Intelligence Offline error messages include the following:

CategoryRange

Web Intelligence OfflineWIO 00001

Web Intelligence Offline cannot log in. (WIO 00001)

Cause

The browser cache might be full – under certain circumstances this canprevent Web Intelligence Offline from logging in.

Action

Empty the browser cache if it is full. If Web Intelligence Offline still cannotlog in, see your Business Objects administrator.


Web Intelligence error messages11 Web Intelligence Rich Client (WIO) Error Messages

Get More Help

A

Online documentation library

Business Objects offers a full documentation set covering all products andtheir deployment. The online documentation library has the most up-to-dateversion of the Business Objects product documentation. You can browsethe library contents, do full-text searches, read guides on line, and downloadPDF versions. The library is updated regularly with new content as it becomesavailable.

http://support.businessobjects.com/documentation/product_guides/

Additional developer resources

http://devlibrary.businessobjects.com

Online customer support

The Business Objects Customer Support web site contains information aboutCustomer Support programs and services. It also has links to a wide rangeof technical information including knowledgebase articles, downloads, andsupport forums.

http://www.businessobjects.com/support/

Looking for the best deployment solution for your company?

Business Objects consultants can accompany you from the initial analysisstage to the delivery of your deployment project. Expertise is available inrelational and multidimensional databases, in connectivities, database designtools, customized embedding technology, and more.

For more information, contact your local sales office, or contact us at:

http://www.businessobjects.com/services/consulting/

Looking for training options?

From traditional classroom learning to targeted e-learning seminars, we canoffer a training package to suit your learning needs and preferred learningstyle. Find more information on the Business Objects Education web site:

http://www.businessobjects.com/services/training


Get More HelpA

http://support.businessobjects.com/documentation/product_guides/

http://devlibrary.businessobjects.com


http://www.businessobjects.com/services/consulting/

http://www.businessobjects.com/services/training

Send us your feedback

Do you have a suggestion on how we can improve our documentation? Isthere something you particularly like or have found useful? Drop us a line,and we will do our best to ensure that your suggestion is included in the nextrelease of our documentation:

mailto:[email protected]

Note: If your issue concerns a Business Objects product and not thedocumentation, please contact our Customer Support experts. For informationabout Customer Support visit: http://www.businessobjects.com/support/.

Business Objects product information

For information about the full range of Business Objects products, visit:http://www.businessobjects.com.


AGet More Help

mailto:[email protected]


http://www.businessobjects.com


Get More HelpA

IndexAAlerter Editor

launching 133alerters

activating and deactivating 134adding conditions to 133adding sub-alerters 134defined 132duplicating 135editing 135formatting 134prioritizing 135removing 134sub-alerters 133to create using a formula in the Java Report

Panel 137using formula to generate cell contents 138using formulas to create 136

Bbreaks

changed data in 172prioritizing 184

Ccalculation context

and changed data 176cells

formatting text in 242changed data

configuring appearance of 166displaying or hiding 166

chartsand changed data 173drilling on chart axes 213drilling on legends 216drilling on measures in 215setting the position of 255

classes 72Create Variable dialog box 192custom sorts

applying 188

Ddata tracking

activating 165and drill 173automatic mode 164manual mode 164types of data change 164

default universe 65detail objects

and merged dimensions 98, 147dimensions

defined 72drilling by 210drilling down on 208drilling up on 208when to merge 90, 139

document localedefined 68displaying data using 69

document, save 51documents

selecting creation and viewing options 63


drilladding and removing drill filters 217and data tracking 173changing values in drill toolbar 217choosing a drill path 205drilling by dimensions 210drilling down on dimensions 208drilling down on measures 211drilling on chart axes 213drilling on chart legends 216drilling on measures in charts 215drilling out of scope 205drilling up on dimensions 208drilling up on measures 212query drill defined 218retrieving more levels of data 204

drill filtersadding and removing 217

drill optionshide drill toolbar option 66prompt for additional data option 66setting 65start drill on duplicate report option 67start drill on existing report option 67start drill session option 67synchronize drill on report blocks option 67

drill toolbarchanging filter values in 217

Ffilters

creating quick query filters 107ForceMerge function

example of 93, 141Formula Editor 191Formula toolbar 190formulas

building using the Formula Editor 191creating alerters with 136entering in Formula toolbar 191to enter using the Formula toolbar 191

IInfoview

logging in to 62InfoView

accessing Web Intelligence from 62logging out of 62selecting document creation and viewing

options in 63Web Intelligence locale options 67

Llocale

associating with a document 69

Mmax rows retrieved query property 78measures

drilling down on 211drilling up on 212

merged dimensions 90, 139and changed data 168and detail objects 98, 147choosing which dimensions to merge 91,

139defined 90, 138example of 91, 140forcing calculations with ForceMerge 93,

141understanding the effects of 97, 145

Nnumber formats

custom 261customized 263predefined 261, 262


Index

Oobjects

selecting 135

Ppreferred viewing locale

defined 69setting 69

product localedefined 68setting 68

promptscreating 127, 227merging 130, 230

Qqueries

building in Java Report Panel 83combined queries 83combined queries in Java Report Panel 83duplicating 76interrupting 75

Query - HTML defined 26query context

choosing 82query drill

defined 218when to use 219

query editorselecting 65

query editorsQuery - HTML 26

query filter and prompt opertorsBetween 109, 125, 195, 225Both 110, 127, 226Different From 108, 124, 194, 224Different From Pattern 110, 126, 226Equal To 108, 124, 194, 223Except 110, 127, 226

query filter and prompt opertors (continued)Greater Than 108, 125, 195, 224Greater Than Or Equal To 108, 125, 195,

224In List 109, 126, 196, 225Less Than 108, 125, 195, 224Less Than Or Equal To 109, 125, 195,

224Matches Pattern 110, 126, 225Not Between 109, 126, 196, 225Not Equal To 108, 124, 194, 223Not In List 109, 126, 196, 225

query filtersabout combining query filters 111about nesting query filters 112combining 112selecting a predefined query filter 106

query propertiesclear contexts 82max retrieval time 77max rows retrieved 78reset contexts on refresh 82retrieve duplicate rows 78setting in Java Report Panel 74

quick filtersdefined 106

Rranking data 158ranking dimension

index of 157ranking parameters 155reference data

changing 165RefValue function

building formulas using 174reports

drilling on 25viewing and printing 25


Index

Ssections

changed data in 170grouping information with 177

sortsapplying custom sorts 188prioritizing 188

standard calculationsinserting in tables 189removing 190

sub-alerters 133adding 134

subclasses 72

Ttables

formatting borders 241inserting standard calculations in 189setting the position of 255

textformatting 242

toolbarsFormula 190, 191

tracking data changes 163

Uuniverse

selecting default 65universe, to select in Web Intelligence Rich

Client 48

Vvalues

selecting from list 135Variable Editor 192

variablescreating using Create Variable dialog box

192deleting 193editing 193selecting 135to create using Variable Editor 192

view formatselecting 65

WWeb Intelligence

and business intelligence 24when to merge 90, 139WIH 00001 270WIH 00002 270WIH 00003 271WIH 00004 271WIH 00005 272WIH 00006 272WIH 00007 272WIH 00008 273WIH 00009 273WIH 00010 273WIH 00011 274WIH 00012 274WIJ 10000 275WIJ 10001 275WIJ 10500 276WIJ 11111 276WIJ 20000 277WIJ 20001 277WIJ 20002 278WIJ 20003 278WIJ 30000 279WIJ 30001 279WIJ 30003 279WIJ 40001 280WIJ 44444 280WIJ 55555 281WIJ 77777 281


Index

WIJ 77778 281WIO 0001 340WIS 00001 282WIS 00002 283WIS 00003 283WIS 00004 283WIS 00005 284WIS 00006 284WIS 00007 284WIS 00008 285WIS 00009 285WIS 00010 286WIS 00011 286WIS 00012 287WIS 00013 288WIS 00014 288WIS 00015 288WIS 00016 289WIS 00017 290WIS 00018 290WIS 00019 291WIS 00024 292WIS 00027 293WIS 00028 294WIS 00029 294WIS 00501 294WIS 00502 295WIS 00503 295WIS 00508 297WIS 00510 297WIS 00511 298WIS 00512 298WIS 10001 298WIS 10002 299WIS 10005 299WIS 10006 299WIS 10009 300WIS 10012 300WIS 10013 300WIS 10014 301WIS 10016 301WIS 10019 301

WIS 10032 302WIS 10033 302WIS 10034 302WIS 10035 303WIS 10036 303WIS 10037 303WIS 10038 304WIS 10039 304WIS 10040 304WIS 10041 305WIS 10042 305WIS 10060 305WIS 10061 306WIS 10062 306WIS 10063 306WIS 10064 307WIS 10065 307WIS 10066 307WIS 10067 308WIS 10068 308WIS 10069 308WIS 10070 308WIS 10071 309WIS 10072 309WIS 10073 309WIS 10076 310WIS 10077 310WIS 10080 310WIS 10082 310WIS 10083 311WIS 10701 311WIS 10702 312WIS 10703 312WIS 10704 312WIS 10705 313WIS 10706 313WIS 10707 313WIS 10801 314WIS 10810 314WIS 10811 314WIS 10812 315WIS 10820 315


Index

WIS 10830 315WIS 10831 316WIS 10832 316WIS 10833 316WIS 10834 317WIS 10840 317WIS 10841 317WIS 10850 318WIS 10851 318WIS 10852 318WIS 10870 319WIS 10871 319WIS 10872 319WIS 10873 320WIS 10874 320WIS 10875 320WIS 10876 321WIS 10877 321WIS 10878 321WIS 10879 322WIS 10880 322WIS 10881 322WIS 10882 323WIS 10883 323WIS 10884 323WIS 10885 324WIS 10886 324WIS 10901 324WIS 10902 325WIS 10903 325WIS 30000 325WIS 30001 326WIS 30251 326WIS 30252 326WIS 30253 327WIS 30254 327

WIS 30255 328WIS 30256 328WIS 30257 328WIS 30258 329WIS 30259 329WIS 30270 329WIS 30271 331WIS 30272 331WIS 30351 332WIS 30371 332WIS 30381 333WIS 30551 333WIS 30553 333WIS 30554 334WIS 30555 334WIS 30556 335WIS 30557 335WIS 30650 336WIS 30751 336WIS 30752 337WIS 30753 337WIS 30761 338WIS 30762 338WIS 30763 339WIS 40000 339WIS00020 291WIS00021 291WIS00022 292WIS00023 292WIS00025 293WIS00026 293WIS00504 295WIS00505 296WIS00506 296WIS00507 296WIS00509 297


Index

xi3 web intelligence rich client en(1)

Documents

web intelligence documents

desktop intelligence

business intelligence

web intelligence query

intelligence html report

intelligence java report

business objects products

crystal reports